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.

October 2017 investment update

Our investment outlook for October 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, 399 KB
9 October 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: Bumper growth
The US economy delivered bumper growth in Q2, with the quarterly figure revised upwards to 3.1 per cent q/q. However, with the impact from Hurricanes Harvey and Irma still to play out, we do expect some negative impact in Q3 figures.

The UK: More of the same
The UK economy has provided ‘more-of-the-same’ in recent months, with the economy continuing to expand, albeit at a subdued pace. With employment levels at record-highs and signs that industrial production may rise from here, there are reasons for cheer. However, recent construction surveys and the debacle over Theresa May’s future as PM add a touch of gloom to the UK’s outlook

The Eurozone: Strong momentum
European macroeconomic data remains upbeat, bolstering our positive view on the region. Despite some weakness in the retail sector, underlying growth momentum looks strong. The sticking point continues to be inflation, which has consistently disappointed. It remains to be seen how this will impact the ECB’s next moves with respect to monetary policy normalisation.
Click on the link below to download the full report.

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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