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.

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Fixed income

Members of Dolfin’s Investment Management team discuss a specific asset class, sector or topic. This week, we look at the credit market and, in particular, we ask, should you own anything other than high yield if the Fed is buying the market?

17 April 2020 / Dolfin DiscussionsVideos
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Dolfin

This week, Head of Investment Portfolios, James Gutman, Credit Analyst, Geoff Wan and Senior Portfolio Manager Adrian van den Bok look at the credit market and, in particular, ask, should you own anything other than high yield if the Fed is buying the market?

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Q2 2020 Investment Outlook

Welcome to our Q2 2020 investment outlook. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. What’s different this quarter is that, although we have traditionally published this as one standalone – typically printed – document, this time, because of the restrictions we face as a result of coronavirus, we are publishing it as website pages.

Dolfin
/ 14 April 2020

Quarterly investment webinar: Q2 2020

Watch our investment management team present a quarterly portfolio update, a global macroeconomic overview and outlook for the next months, as well as our positioning in light of the rapid developments we are seeing on global financial markets.

Dolfin
/ 9 April 2020

Macro update

Investors and analysts are carefully examining economic tea leaves for signs of what is to come but confusion still reigns. Here, Head of Investment Portfolios, James Gutman, provides a macro update.

James Gutman
/ 1 April 2020

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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