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.

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

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