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 shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

February 2018 investment update

Our investment update for February is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 667 KB
9 February 2018 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Strong performance
The US economy performed strongly in Q4 with the details of the GDP breakdown indicating that the healthy growth momentum is likely be carried over into 2018. Meanwhile, inflation pressures are mounting slowly, keeping the US Fed on track for three interest rate hikes this year.

The UK: Mixed signals
The economic picture in the UK improved throughout 2017 with GDP growth printing stronger each quarter. The performance, however, is mixed across sectors with the services sector accelerating while construction output continues contracting. On the inflation front, prices have remained elevated, only inching down from the November peak and increasing the pressure on the Bank of England.

The euro area: Labour market growth
The euro area economy has remained on a cyclical upswing in Q4 with strong GDP growth of 0.6 per cent q/q. Forward looking indicators point to further expansion in services and industry sectors, supported by a strong labour market. Meanwhile, inflationary pressures are building only gradually as the ECB leaves us little clues about its monetary policy beyond September 2018.

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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