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.

February 2019 investment update

Despite a deterioration in economic data, particularly in Europe and China, risk markets started 2019 on the front foot. This seemed to be largely due to a renewed spirit of dovishness amongst some of the world’s most important central bankers, writes Dolfin’s Head of Investment Management, Richard Gray.

Pensions in the millennial age

Millennials’ attitudes and behaviour – and those of their employers – are creating an alien pensions landscape, writes Nick McCall, Dolfin’s Head of Wealth Management.

Dolfin acquires business of UK subsidiary of Falcon Private Bank

Dolfin and the Swiss-based Falcon Private Bank announced today Dolfin’s acquisition of the business of Falcon’s UK subsidiary, Falcon Private Wealth Ltd.

Dolfin briefing – Investing in technology: Real opportunities

Join us for an exclusive briefing on discovering new investing opportunities in the technology sector.

 

25 - 26 July 2018, 16:30:00 / 50 Berkeley Street, London W1J 8HA

We’ll talk about three distinct ways of participating in the technology boom: individual stocks, private equity and venture capital. Then we’ll drill down into the advantages and pitfalls of each approach.

We’ll also discuss some of the key trends in the technology sector that will shape the investment landscape in the future: Where are the opportunities beyond the FAANGs ‘usual suspects’? How will the current volatility and data privacy backlash affect tech firms in the long run? What will the next big technology leapfrog be?

This briefing will be followed by an opportunity to network over drinks with your peers and Dolfin’s investment management team.

Agenda

16:30Registration
16:50Welcome by Denis Nagy, CEO, Dolfin
17:00Panel discussion moderated by Andrew Carrier, CMO, Dolfin Tony Jamous, President & Co-founder, Nexmo Fidel Manolopoulos, Growth Capital Investor, Hermes GPE Vassilis Papaioannou, CIO, Dolfin
18:00Networking over drinks and canapés
19:30Close

UK investor visas

Setting up home and building a business in the UK has long been attractive to foreign investors. We can guide you or your clients through the process step by step.

Learn More

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.

Learn more about us