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.

Private islands and digital detox: luxury travel in 2019

A new generation of high-net-worth individuals are demanding new levels of luxury and one-of-a-kind experiences from their holidays – and the industry is stepping up to provide for them.

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.

January 2017 investment update

Our investment outlook for January is now available. It contains an overview of asset classes, detailed macroeconomic outlooks for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 350 KB
13 January 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US looks good
Trump’s victory bolsters our positive outlook for both inflationary and economic growth in the country. GDP is growing at the fastest pace since 2014 and the latest annual estimate reached 3.5 per cent for the third quarter of 2016.

The UK continues to surprise
Economic growth remains intact, with GDP rising by 0.5 per cent in the third quarter, and 2.3 per cent on an annual basis. Economic expansion continues with manufacturing activity recently rising to a two-year high as well as buoyant consumer confidence, with November retail sales beating estimates for the second consecutive month.

The eurozone shows improvement
Consumer prices reached their highest levels since April 2014 and economic growth is steady, despite political headwinds. Furthermore, PMI levels point to an expansionary phase of economic development, with figures reaching their highest levels in the last two years.

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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