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 2019 investment update

With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.

The end of the grid

The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?

Dolfin Quarterly magazine now available online

For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.

Investment update video: September 2017

Watch our CIO, Vassilis Papaioannou, present our monthly investment update. In this short video, he provides a macroeconomic framework for September and an overview of the asset classes.

12 September 2017 / Videos
Author

Vassilis suggests there is a strong momentum behind manufacturing and consumer spending especially in Europe and the US. However renewed geopolitical risks and benign inflation are causing concerns for investors and policy makers. For fixed income, balance sheet reduction and a pending hike by the Fed, alongside the ECB’s tapering discussion and an ultra-low interest rate environment, paint a bleak picture for government bonds. On the equities side, the recent euro strengthening has restrained equities from breaking above the March highs, but current levels provide an excellent buying opportunity.

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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