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. Regulation

Are you ready for the GDPR?

It may already have been around for more than two years – and it may have an acronym that makes you think of former Eastern Bloc countries – but the EU’s General Data Protection Regulation (GDPR) is something that will shape the future rather than the past.

Dolfin
/ 22 May 2018

A new centre for custody

As Malta continues to bolster its credentials as a European financial services centre, Dolfin’s new custody, brokerage and depositary offering on the island is open for business and onboarding its first clients.

Dolfin
/ 15 May 2018

Background checks: Not just background noise

Transport for London’s recent decision to refuse to renew Uber’s licence to operate in the capital has highlighted the importance of background checks. Oliver Rodwell, Head of Compliance Development at Dolfin, considers the issue from the perspective of the financial services industry

Dolfin
/ 10 January 2018

Migration: Thinking beyond tax

Giles Cheney, Relationship Manager at Dolfin, attended the Global Mobility and Tax Strategies Europe conference in June. He came away with a renewed belief in the importance of assisting clients as they adjust to their move to the UK

Dolfin
/ 12 July 2017

A boon for banks

Donald Trump’s controversial scaling back of the Dodd-Frank regulations is good news for the financial services industry, argues Josh Jarvis, Investment Advisor at Dolfin.

Joshua Jarvis
/ 9 February 2017