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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

July 2017 investment update

Our investment outlook for July is now available. It contains an overview of our views on various asset classes, macroeconomic analysis 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, 444 KB
10 July 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Some warning signals
Despite tightening in the labour market, inflation remains on the soft side. Personal consumption expenditure, the Federal Reserve’s preferred inflation measure, slowed to 1.4 per cent year-on-year (-0.3pp) in May, once again below the central bank’s 2 per cent target.

The UK: Source of market uncertainty
The UK economy continues to give off mixed signals, with a weaker consumer sitting uneasily with signs of greater resilience in the economic data.

The Eurozone: Road to recovery
Euro area growth continues to grow on a broad based level with GDP expanding in all 18 reported countries, including in economies such as Greece and Italy. Spain continues to outperform, growing at 0.8 per cent q/q, followed by a strong print in Germany (0.6 per cent q/q) and below Euro area average growth in France and Italy (0.4 per cent q/q each).

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.

Learn more

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.

Learn more