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.

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

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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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