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.

September 2017 investment update

Our investment outlook for September 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, 602 KB
4 September 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Acceleration in consumer spending and investment
The US economy rebounded strongly in Q2 with the second estimate of US real GDP growth showing a significant acceleration in consumer spending and investment. The economy remains on track with expanding industrial production and a service sector healthier than previously thought. Positive data aside, inflation continued to move away from the Federal Reserve’s target, casting further doubts on a third interest rate hike later this year.

The UK: No imminent recession risk
The details of Q2 real GDP growth painted a bleak picture of the economy, although we view this weakness in the first half as transitory. A small rebound in growth from Q1 was driven by an upside surprise to government spending, while private consumption and investment data were flat. Forward looking signals point to a rebound in industrial production together with the long-awaited growth in exports. At the same time, inflation remains stable and was below market expectations in July, reducing the possibility that the Bank of England will hike interest rates anytime soon.

The Eurozone: Strong growth in Q2
The Euro area experienced strong real GDP growth in Q2, which has broadened and deepened across countries. Meanwhile, inflation remained short of the ECB’s target, providing little support for substantial tightening in monetary policy. We expect the Governing Council to prolong the quantitative easing programme by another six months in the autumn while reducing the amount of purchases to €40bn.

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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