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.

June 2017 investment update

Our investment outlook for June 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, 523 KB
7 June 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: June rate hike on the cards
After a soft patch in Q1, recent data prints are pointing to acceleration in growth in the second quarter. We expect the FOMC to hike rates at the next meeting in June, and we are looking for more clarity on the Fed’s balance sheet run off. Any announcement on balance sheet reduction would put upward pressure on yields, reinforcing our negative take on US fixed income.

The UK: A ray of sunshine
Recent data draws a slightly more positive picture of the UK economy with a bounce in retail sales and improvement in forward-looking indicators across sectors. Meanwhile, the BoE continues to look through rising inflation and we expect it to remain in stand-by mode for the remainder of the year. Should we see a favourable election outcome and improving economic conditions, we would expect the BoE to alter its stance and prompt a move higher in the currency and move lower in the gilt markets.

The Eurozone: Changing forward guidance
The Euro area shows broad-based recovery across countries and data is indicating positive momentum going into the second quarter. The minutes of the ECB’s April meeting display an increased likelihood in a change in forward guidance, consistent with our expectation for mentions of downside risks to growth to be removed from the Draghi’s introductory statement in June. With yields at all-time lows, we see limited upside to prices and would expect government bonds to come under pressure.

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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