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.

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.

Download Report pdf, 340 KB
3 March 2017 / Monthly investment updates
Author

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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