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.

Brexit vote: The UK runs out of superlatives

Despite all the impassioned headlines this morning, we have learned almost nothing as a result of last night’s defeat.

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16 January 2019 / Sectors & themes
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Until we begin to know what the future looks like for UK-EU relations, we are resisting the natural human urge to speculate and guess. Because we are unable to know if the eventual outcome of this highly fraught process, we cannot say with any certainty whether it will be good, bad or neutral for the UK.

Within fixed income we express this uncertainty via a conservative positioning with regards to the yield curve (i.e. short-duration), rates and FX.

We remain neutral on UK equities with a preference for defensive names.

Download the full market commentary below.

 

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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