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.

March 2017 investment update

Our investment outlook for March 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.

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3 March 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: Economic resilience
GDP growth slowed to 1.9 per cent in January, having risen 3.5 per cent in the third quarter. Unemployment remains low at 4.7 per cent (versus 4.6 per cent in November), and wage increases saw a rise of 0.4 per cent month-on-month.

The UK: Swings and roundabouts
The UK economy has given mixed signals over the past month. PMI numbers have been consistently positive with manufacturing and services up 55.9 and 54.5 respectively in January. Elsewhere, industrial production beat expectations at 1.1 per cent MoM.

The Eurozone: All eyes on upcoming elections
PMI numbers were strong across the board, with the composite index for the euro area climbing to 56 from 54.4 in January. Importantly, the national gauges showed France outpacing Germany for the first time since 2012, suggestive that growth could be increasingly broad based.

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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