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.

November 2016 investment update

Our investment outlook for November is now available. It contains an overview of asset classes, detailed macroeconomic outlooks 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, 681 KB
7 November 2016 / Monthly investment updates
Author

From a macroeconomic perspective:

We regard the US as still on track for growth
The recent data release in the US proved that the economy remains in a healthy shape. Looking at the latest Beige book, we see a match between the data and the messages telegraphed by the Fed: tight labour markets but still mild inflationary growth are the key messages.

The UK is blowing hot and cold
The economic data in the UK remains strong and the recent concerns about Mark Carney’s future as the governor of the Bank of England have dissipated with policymakers giving strong reassurance that the Central Bank still has a lot of ammunition in a downside-case scenario. Moreover, the updated economic projections from the BoE are now tilted more to an upside compared to the August projections in the Inflationary report.

The Eurozone is gathering economic momentum
During the last European Central Bank meeting, tapering was not discussed and abrupt ending of bond purchases is unlikely. We stick to the market view that expects a gradual decrease in the Asset Purchase Programme by the ECB in March 2017, with the asset repurchased in amount of EUR 60bn per month going forward (compared to EUR 80bn per month now). The economic data in the region is set to remain strong.

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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