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.

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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