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.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

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

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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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