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.

March 2021 investment update

Our March investment update is now available to download.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Investment update video: May 2020

Our monthly Investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets.

14 May 2020 / Monthly investment updatesVideos

Simon Black, our Head of Investment Management, and his team present our May 2020 investment update.

We saw the April market rally as being overdone due to the lasting impact that Covid-19 is going to have from an economic and an earnings perspective. When markets are rallying it can be easy to get caught up in the moment and invest for the fear of missing out. This is a combination of fear of missing the rally and fear of losing versus your peer group on a comparative basis.

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Oil update

Following a steep decline in prices over the past several weeks, we expect crude oil to rally sharply later in 2020 and early 2021. Head of Investment Portfolios, James Gutman, provides an update on the oil market.

James Gutman
/ 7 May 2020

Oil market: Part 2

In this week’s episode of Dolfin Discussions, James Gutman, our Head of Investment Portfolios, chats to Andrew Dodson, Managing Partner, Philipp Advisors, about moves in the Oil Market since their last conversation on 23 April 2020.

/ 7 May 2020

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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