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.

November 2019 investment update

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.

Family finance is a women’s issue

Wealthy women are bringing a more collaborative approach to the business of managing family wealth, leading to better thought through investment strategies with greater client buy-in

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

Investment update: January 2019

Our Head of Investment Management, Richard Gray, talks to Dolfin CMO Andrew Carrier about some of the main themes for investors in 2019 and our market views for Q1 2019.

10 January 2019 / Videos
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Dolfin

The end of 2018 saw increased volatility and this  is to be expected as quantitative continues around the world, particularly in the US.

Looking to 2019, the US continues to do well economically and economic growth is set to continue in 2019 but the impact of the trade dispute between the US and China is beginning to be felt by US corporates. In the UK, it is impossible to know what the Brexit outcome will be, so we have a neutral stance, while in Europe the political situation in Italy and France are the two biggest worries beyond Brexit.

As a result, we are risk averse and holding higher cash levels; we have lower levels of equities and are transitioning fixed income holdings away from high yield towards investment grade and government debt.

Watch the video to hear more from our Head of Investment Management, Richard Gray.

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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