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.

Investing in the future

Dolfin and Jaeger-LeCoultre present an evening of fine watchmaking discovery and a conversation on how to plan for the future, whether for brands or individuals.

30 November 2018, 18:00 - 20:00 / Jaeger-LeCoultre Flagship Boutique, 13 Old Bond Street, Mayfair, W1S 4SX

We invite you for a glass of champagne to celebrate the spirit of creativity and inventiveness that has driven the makers of Jaeger-LeCoultre watches for over 185 years and continues to carry the Grand Maison into the future today.

You will enjoy a demonstration from the London flagship boutique’s Master Watchmaker and hear a conversation on investing in the future for families and brands, with Richard Gray, Head of Investment Management at Dolfin, and Stéphane Belmont, Jaeger-LeCoultre’s Director of Heritage.

Speakers

  • Stéphane Belmont, Director of Heritage, Jaeger-LeCoultre
  • Richard Gray, Head of Investment Management, Dolfin

Agenda

18:00Welcome champagne
18:30Investing in the future
  • Richard Gray, Dolfin
  • Stéphane Belmont, Jaeger-LeCoultre
18:45Meet the Master Watchmaker, followed by a drinks reception
20:00Close

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.

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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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