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.

Private islands and digital detox: luxury travel in 2019

A new generation of high-net-worth individuals are demanding new levels of luxury and one-of-a-kind experiences from their holidays – and the industry is stepping up to provide for them.

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.

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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