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.

Healthcare and technology: Bringing innovation to life

A panel discussion bringing together scientists, investors, and entrepreneurs to explore investing in innovative health technologies.

24 April 2019, 16:30 - 20:00 / 50 BERKELEY STREET, W1J 8HA

From a lab trial to a healthcare breakthrough: what does it take for innovative technologies to enter the market and make a life-changing health solution available to millions of patients? How to accelerate the discovery and implementation of health innovation and turn cutting-edge scientific research into a profitable business? And how can investors take advantage of opportunities in this sector at an early stage, while enabling the latest proven technologies transform health outcomes and make a real positive impact on the society?

Dolfin and Aescuvest present a panel discussion bringing together leading European scientists with healthcare investors and entrepreneurs, to explore technologies and processes that drive better outcomes, for patients and investors alike.


  • Benno Groosman – Serial entrepreneur, CEO Surge-on Medical, CFO VirtualMedSchool, start-up ecosystem consultant
  • Prof Roman Hovorka – Professor of Metabolic Technology, University of Cambridge, Director of research group developing and clinically testing the artificial pancreas
  • Dr Kurt Höller, Director of Business Creation at EIT Health
  • Dr Patrick Pfeffer – CEO and founder of Aescuvest
  • Carolyn Porter,  Chief Business Officer, OxStem
  • Dr Andreas Schmidt – CEO of Proteona, a venture capital backed
    biomedical company combining both genomic and proteomic data for single cell analysis

Who should attend

Dolfin clients, including Private and Institutional investors, External Asset Managers; VCs, who are interested to identify investment opportunities in the Healthcare sector as well as C-Suite executives from the biotech, health care and life sciences industries.


16:30Doors open and registration
17:00 Welcome remarks, Dolfin
17:05 Keynote speech, Dr Kurt Höller, Director of Business Creation at EIT Health
17:15Panel discussion and Q&A
18:15Closing remarks, Dr Patrick Pfeffer, CEO and founder of Aescuvest

Please complete the form to apply for a place on this event.

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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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