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.

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
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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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