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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.
Monthly investment updates

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.
Investing

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.
News

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.

Cybersecurity: Threats and investment opportunities

In today’s digital age, the prevention and investigation of high-tech crime is a daily priority for almost any business. Join us for an exclusive briefing to find out not just what can be done to protect yourself from cybercrime but also how to invest in the booming industry that has sprung up around preventing it.

19 September 2018, 16:30 - 19:00 / 8th Floor, 50 Berkeley Street, London, W1J 8HA

We’ll start with some useful background from two leaders in the field. Since 2013, Group-IB has specialised in computer forensics and information security, protecting the largest international companies against financial losses and reputational risks. For more than 30 years, Transputec has provided IT services and solutions to leading organisations around the globe and with its strategic partner ThreatSpike (a leading Cyber Security Platform), together with Group-IB will share their perspectives on cybersecurity’s best practices.

In a panel discussion with FP Wealth Solutions, a Swiss multifamily office and Dolfin’s own COO, the CEO of Transputec and Threatspike will share some insights on the current trends in the industry and investment opportunities.

This event is organised in partnership with FP Wealth Solutions.

Agenda

16:30 Registration
16:50Welcome by Denis Nagy, CEO, Dolfin and Danilo Lacmanovic, Chairman, FP Wealth Solutions
17:00"How to prevent high-tech crime and online fraud?" by Ruslan Yusufov, Director for special projects, Group-IB
17:15"Cybersecurity in financial services" by Sonny Sehgal, CEO, Transputec and Adam Blake, CEO, ThreatSpike
17:30"Panel discussion: Cybersecurity trends and opportunities to invest" by • Amir Nabi, COO, Dolfin • Sonny Sehgal, CEO, Transputec • Alexey Debelov, Partner, FP Wealth Solutions • Georgios Mouskoundi, Head of Advisory, Dolfin • Adam Blake, CEO, ThreatSpike • Ruslan Yusufov, Director for special projects, Group-IB
18:00Networking over drinks and canapés
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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