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 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.

Team Human vs Team Tech

Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.

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.

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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