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.
Sometimes investors are so focused in the rear view mirror, they fail to see the bumps in the road ahead. The disconnect between the macro-economic environment and markets has to reconnect at some point and when it does, it is unlikely to be in an orderly fashion. Simon Black, our Head of Investment Management, and his team present our June 2020 investment update.
The monthly investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets and the impact they are having on our model portfolios. Guests have the chance to hear some of our latest investment ideas and to question our views.
To register for future webinars, please visit: dolfin.com/events
This week, we take a deep dive into equities and discuss some of the specific stocks in our ‘Resilient’ and ‘Recovery’ stock baskets.
In this new episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Katy Peters, the Founder and CEO of 360 Health Ltd who runs a number of vaccination clinics. They discuss the various medical challenges in getting the world back to ‘normal’, post Covid-19.
In this week’s episode of Dolfin Discussions James Gutman, our Head of Investment Portfolios, is joined by Charles Dumas, Chief Economist at TS Lombard. Together they try and make sense of the macro data in the current environment.
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.
Learn moreFounded 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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