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.

Making sense of macro data when the data doesn’t make sense

In this week's episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense...

Riding the wave together

As the world begins its first tentative steps out of lockdown, Dolfin’s Head of Business Development Georgios Ercan and Head of Investment Management Simon Black reflect on the preoccupations our clients have expressed during the Covid-19 crisis

Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

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

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 our latest views, analysis and thematic ideas. What’s different this quarter is that, although we have traditionally published this as one standalone document, this time, because of the restrictions we face as a result of coronavirus, we are publishing it as website pages.

/ 14 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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