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 2018 investment update

Our investment update for January is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 582 KB
12 January 2018 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Continued growth
US real GDP growth continues to be strong with 3.2 per cent q/q preliminary estimate for the third quarter– the fastest pace in three years – and similar healthy trend in Q4. Economic activity has accelerated driven by private consumption and a significant contribution from stock building.

The UK: Mixed signals
UK Q3 real GDP growth came in a notch higher at 0.4 per cent q/q, up from the 0.3 per cent reached in the previous two quarters. On a sectoral level, GDP growth was boosted by the services sector, followed by a strong contribution from industrial production, while construction output contracted for a second quarter running. Despite the acceleration in economic activity, UK GDP continues to grow below the pre and post-crisis averages and slower than in other G7 countries.

The euro area: Germany and Italy leading the way
The euro area economy has stepped up a gear in its cyclical recovery in Q3, supported by a significant acceleration in German and Italian economic activity. With the strong Q1-Q3 growth prints, we see no obstacles in the way for the euro area’s activity to breach the 2 per cent annual growth for the past year.

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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