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.

August 2020 investment update

Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is likely to be political in nature.

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Dolfin’s response to Covid-19

We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.

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.

To register for the next one, visit: https://www.dolfin.com/events

To read our views on financial markets, visit: https://www.dolfin.com/research

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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.

Dolfin
/ 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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