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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

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.

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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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