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.

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

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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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