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 2017 investment update

Our investment outlook for November 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, 639 KB
3 November 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: Unbreakable by storms
The US economy surprised significantly to the upside in Q3, growing at a broadly similar pace as in the previous quarter. Industrial activity was hit by the hurricanes in the summer but is set to rebound towards the end of the year, while the services sector continues to register strong performance. Stronger than expected GDP growth, coupled with an increase in price pressures should support the Federal Reserve’s intentions to hike rates in December.

The UK: Refocus on Brexit
The UK’s economic growth has accelerated somewhat over the third quarter as industrial production activity rebounded. Services sector growth remains modest, with real wages languishing in contractionary territory and the retail trade survey pointing to weaker numbers ahead. The upside surprise in third quarter GDP growth, coupled with an acceleration in inflation pressures, guided the Bank of England’s decision to hike rates by 0.25pp in November.

The Eurozone: A foot on the gas pedal
The Euro area economy continues its growth trajectory, unabated. Strong Q3 numbers, taken together with upside revisions to previous quarters’ GDP underscore that the Euro area has stepped up a gear in its cyclical recovery. Economic sentiment remains buoyant and forward-looking indicators are pointing to a continuation in healthy economic growth. While inflation remains on the weak side, the ECB has announced cuts to its Asset Purchase Programme, halving the amount of QE from January 2018, as widely expected.

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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