Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Our March investment update is now available to download.
The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.
Simon Black, our Head of Investment Management, and his team present our February 2020 investment update.
In addition to an update on the performance of our model portfolios, the briefing includes views on the fixed income and equities markets, as well as a look at our upcoming key themes.
Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global equities in a decade.
November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.
October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.
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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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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