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 wins ‘Excellence in Client Service’ at the annual International Investment Awards

Dolfin was recognised for our outstanding client service at the 20th annual International Investment Awards.

May 2017 investment outlook

Our investment outlook for May 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, 507 KB
8 May 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Ready to hike rates in June
Economic weakness in the first quarter should be temporary and investors are focused on company earnings results and political developments on the other side of the Atlantic. The Federal Reserve reiterated its tightening intentions at its meeting in May, describing the slowdown in Q1 as “likely to be transitory”. Markets are now fully anticipating the next rate hike to take place in June.

The UK: Mixed signals
The UK economy continues to send mixed signals, with soft and hard indicators pointing in different directions. Weakness in retail sales due to higher inflation and at the same time stronger manufacturing activity, due to a weaker currency leave equity and bond investors in limbo. With the Bank of England’s decision to tolerate higher levels of inflation to support the economy, and general elections approaching quickly, we expect the BoE to keep rates on hold at its next meeting on 11 May.

The Eurozone: Strength in recovery
Overall, the economic recovery is becoming increasingly solid in the euro area, with an improvement in both, hard and soft indicators. The European Central Bank has confirmed the positive economic outlook, stating that euro area growth is moving towards “a more balanced configuration”–opening the door to a possible change in the ECB’s forward guidance at the next meeting in June.

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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