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.

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

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.

December 2016 investment update

Our investment outlook for December is now available. It contains an overview of asset classes, detailed macroeconomic outlooks 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, 431 KB
7 December 2016 / Monthly investment updates
Author

From a macroeconomic perspective:

The impact of Trumps’ election on the US economy is positive
The latest data shows the US enjoying economic momentum and improving growth prospects, driven by Trump’s win. We see continuing improvement for a broad range of economic indicators in the US such as GDP which has been expanding at the fastest pace since 2014 and the latest estimate reached 3.2 per cent for the third quarter of 2016.

The UK is stronger than yesterday
The UK economy remains intact, with estimates for GDP rising 0.5 per cent in the third quarter, higher compared with the same period a year ago. The notable 0.9 per cent increase in growth for business investment (vs consensus estimates of -1.1 per cent) suggests the European referendum has – so far – had limited impact.

The Eurozone is making a slow but steady recovery
The European economy remains on track for recovery. Overall economic growth in the Eurozone remains steady despite the political headwinds surrounding the economy through the course of the last quarters. GDP growth stays at 1.6 per cent for the second consecutive quarter.

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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