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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

Investment update video: October 2018

Our Head of Advisory, Georgios Mouskoundi talks through the main themes that will be featured in this month’s investment update with our Chief Marketing Officer, Andrew Carrier. 

9 October 2018 / Videos
Author
Dolfin

This month, we remain negative on rates due to inflationary and policy factors, while being positive and balanced between US and Europe on equities. Watch the full video to find out our views on Brexit, impact of recent events on Italian bond market and Japan’s Shinzo Abe visiting China.

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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