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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

August 2017 investment update

Our investment outlook for August 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, 540 KB
8 August 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: A rebound in activity
The US economy rebounded in Q2 with strong economic activity, underscoring the temporary nature of the first quarter slow down. The economy remains on track with expanding industrial production and positive signals in the service sector, supported by a buoyant labour market. Meanwhile, inflation remains short of the Federal Reserve’s target, calling into question a third interest rate hike later this year.

The UK: The coming back of the doves
The UK economy has rebounded slightly in the second quarter with varied performance across sectors. While the service sector staged a comeback, industrial production and construction disappointed. An easing in inflationary pressures in June combined with a slowdown in the economy over the course of H1 took the wind out of the BOE hawk’s sails, leaving monetary policy on hold. Given the economic backdrop, we do not expect the BOE to hike interest rates any time soon.

The Eurozone: Strong growth in Q2
The Euro area experienced strong real GDP growth in Q2 with a pronounced rebound in industrial activity across countries and a positive performance in the service sector. Meanwhile, inflation remained short of the ECB’s target, providing little support for substantial tightening in monetary policy. We expect the Governing Council to prolong the quantitative easing program by another six months in the autumn, while reducing the amount of purchases to €40bn.

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

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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