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.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

Diamonds might be forever

Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

Investment update: November 2019

Our monthly breakfast briefing is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of our latest investment ideas and to question our views.

8 November 2019 / Videos
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Dolfin

Simon Black, our Head of Investment Management, and his team present our November 2019 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 one of our investment themes: the emerging market consumer.

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October 2018 investment update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

/ 8 October 2018

September 2019 investment update

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, macro news can cause elevated volatility across asset classes. Our September monthly investment update is now available to download and view online.

Simon Black
/ 11 September 2019

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.

Simon Black
/ 9 August 2019

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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