Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

August 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

Private islands and digital detox: luxury travel in 2019

A new generation of high-net-worth individuals are demanding new levels of luxury and one-of-a-kind experiences from their holidays – and the industry is stepping up to provide for them.

Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

April 2017 investment update

Our investment outlook for April is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 381 KB
10 April 2017 / Monthly investment updates
Author
Dolfin

From a macroeconomic perspective:

The US: Robust economic growth
PMI numbers held at elevated levels above 50 (a sign of expansion), with the ISM Manufacturing Index falling slightly to 57.2, from 57.7 in February. Elsewhere, jobs data continues to show strength, with non-farm payrolls of 235,000 jobs in February, and an upwards revision of the January figure to 238,000 jobs created. Whilst retail sales dipped to 5.7 per cent, from 6 per cent in January, the trend has been upward moving.

The UK: A constant state of flux
Article 50 was triggered on 29 March, marking the formal start of the UK’s exit from the EU. Amidst the noise emanating from the British media, the impact to the economic outlook still remains to be seen over the near term. PMI numbers have been consistently positive, albeit slowing, with manufacturing and services up 54.6 and 53.3 respectively in February. Elsewhere, retail sales bounced back in February, rising 1.3 per cent month-on-month (MoM). Despite this broadly positive data however, industrial production fell -0.7 per cent MoM.

The Eurozone: All eyes on upcoming elections
Politics remain a tailwind in April as the French election fast approaches. PMI numbers were strong across the board in March, with the composite index for the euro reaching 56.4, from 56 in February. The strength was broad-based, with multi-year highs in manufacturing PMI for all major Euro economies (ex-Spain).

Investment accounts

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Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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