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.

November 2019 investment update

October was a surprisingly good month but the wall of worry mounts, writes our Head of Investment Management, Simon Black. Download your copy of our November 2019 investment update and watch our briefing video to find out more.

Family finance is a women’s issue

Wealthy women are bringing a more collaborative approach to the business of managing family wealth, leading to better thought through investment strategies with greater client buy-in

Dolfin launches Private Investment Club

Today we announced the launch of our Private Investment Club. The new offer is available to existing clients, providing exclusive, pre-screened investment opportunities across a variety of sectors and regions.

Investment update video: September 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. 

6 September 2018 / Videos
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Dolfin

This month our investment team is negative on rates, favouring the European markets. Moving on to credits – high yield is our preferred area over investment grade. For equities there has been a shift from positive to neutral stance, due to US market strength. 

Watch the full video to find out our predictions for the Fed meeting results, as well as an update on Brexit. 

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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