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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

The future of wealth management is bionic

Wealth managers have long seen robo-advice and human expertise as distinct alternatives. But, argues Dolfin CEO Denis Nagy, firms can offer the two in tandem – and they must, if they are to avoid being left behind.

Dolfin COO named in PAM Top 40 Under 40

Amir Nabi has been recognised in this year’s prestigious list of industry high-achievers published by PAM Insight.

Making an impact: giving and investing

A panel discussion highlighting the different ways and approaches for wealthy individuals to make real change: whether it’s charitable giving or socially responsible investment.

5 December 2018, 16:30 - 19:00 / 50 Berkeley Street, W1J 8HA

Recent years have seen a marked and promising change in charitable giving: today, HNW individuals and corporations are not only looking to give more, but also to give more strategically. Many millennials, in particular, approach the issues they care about in a much more pro-active way – often, that means they prefer investing into social enterprises rather than making charitable donations. Consequently, charities today face increasing scrutiny over the funds they are entrusted and the work they carry out; impact investment, on the other hand, is rapidly gaining momentum.

In this panel discussion bringing together representatives of the third sector and wealth management professionals, we’ll explore what impact means, how it can be measured, and how we can choose between various ways of contributing towards change.

Speakers

  • Seb Beloe, Partner, Head of Research, WHEB Asset Management
  • Richard Gray, Head of Investment Management, Dolfin
  • Plum Lomax, Philanthropy Lead, NPC
  • Michael McGrath, founder of the MuscleHelp Foundation
  • Alina Uspenskaya, founder and director, ArtSocial Foundation

Agenda

16:30Welcome and registration
17:00Giving with impact, panel discussion and a Q&A session
18:00Drinks reception
19:00Close

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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