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 wins ‘Excellence in Client Service’ at the annual International Investment Awards

Dolfin was recognised for our outstanding client service at the 20th annual International Investment Awards.

February 2017 investment update

Our investment outlook for February 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, 411 KB
6 February 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

US: “America first”
GDP growth slowed to 1.9 per cent in January, having risen 3.5 per cent in the third quarter. Unemployment remains low at 4.7 per cent (versus 4.6 per cent in November), and wage increases saw a rise of 0.4 per cent month-on-month.

UK: Surprising resilience since the Brexit vote
GDP growth accelerated in January, with a rate of 0.6 per cent in the final quarter and 2.2 per cent on an annual basis. Manufacturing and construction surveys also continue to show the benefits of a weakening pound and both industrial and manufacturing production numbers were strong with month-on-month rises of 2.1 per cent and 1.3 per cent respectively.

The Eurozone: Staying strong
Europe continues to show positive, and importantly broad, economic momentum both in core and peripheral countries. GDP numbers were reasonably strong, with a Euro-wide 0.5 per cent posted for the quarter, in line with expectation, and industrial production grew at 1.5 per cent month-on-month, meaningfully outperforming expectations at 0.6 per cent.

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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