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.

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.

Download Report pdf, 447 KB
16 January 2019 / Sectors & themes
Author

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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