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 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

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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