Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

Diary. Investing

Be afraid. Be very afraid.

A Dolfin briefing on 19 September focused on the very real risk to businesses of all sizes posed by cybercriminals, as well as investment opportunities in the cybersecurity sector.

Dolfin
/ 25 September 2018

The accidental angel

Tony Jamous, software engineer turned entrepreneur turned full-time angel investor, shares his thoughts on opportunities for start-ups and investors in today’s tech landscape.

Dolfin
/ 4 September 2018

Treating advisers fairly?

In this guest post for Dolfin Diary, Nick Kelly, the founder and chief executive officer of IFA firm Alexander House, argues that almost everyone needs professional financial advice and that they should pay advisers a fair fee in order to be confident of receiving a quality service for years to come.

Nick Kelly
/ 17 July 2018

Investment that’s out of this world

Things are looking up for space tech. Tiny, inexpensive satellites are sending huge amounts of data back to earth, and an army of entrepreneurs are using it to create innovative new services. Welcome to Space 2.0…

Dolfin
/ 10 April 2018

Going for gold

Things are looking up for space tech. Tiny, inexpensive satellites are sending huge amounts of data back to earth, and an army of entrepreneurs are using it to create innovative new services. Welcome to Space 2.0…

Dolfin
/ 20 March 2018

Tales of the unexpected

Unlikely though they seem without the benefit of hindsight, black swan events can and do happen. Hedging against them can therefore be a wise option for investors, says Vassilis Papaioannou, Dolfin’s Chief Investment Officer.

/ 5 March 2018

Sowing the seeds for growth

Dolfin attended and co-sponsored the China Offshore Summit, held at Shanghai’s Grand Kempinski Hotel from 31 October to 2 November. Our presence at the event highlighted not only the huge and significantly underserved market for financial services that exists among wealthy Chinese, but also Dolfin’s position as a leading provider of investment advice to the country’s high-net-worth individuals.

Dolfin
/ 15 November 2017

An ethical minefield

Would you invest in tobacco? How about alcohol, or gambling? And how green are “green” investments anyway? We take a look at the ins, outs and moral maybes of ethical investing

Dolfin
/ 31 August 2017