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.

Malta: Innovation through regulation

A practical session on Malta as an innovative jurisdiction in which to structure wealth through a fund.

21 November 2018, 9:00 - 12:00 / 50 Berkeley Street

What are the key considerations to bear in mind when choosing a fund jurisdiction? Which fast, efficient, and cost-effective options are available for start-up managers today? What is the difference between key fund regimes? How to choose service providers? Onshore or offshore?

Today, 590 funds are set up in Malta, and the industry grows by the day. As one of only two EU member states that is also part of the Commonwealth, Malta sits at the intersection of Europe and post-Brexit Britain. With its English-speaking workforce and attractive regulatory environment, it is often cited as a reliable and cost-efficient EU base for fund promoters.

The practical sessions will address key issues faced by asset managers when setting up a private wealth structure and comparing fund jurisdictions across Europe. From NAIFs and PIFs, to ManCo platforms and redomiciliation rules, the event will provide an in-depth guide to setting up a fund and examine in detail the various Maltese fund regimes.

This event is organised in partnership with BoV Fund Services and GANADO Advocates. A light breakfast will be served.

Speakers

  • Ramon Bondin, CEO, Dolfin Asset Services Limited
  • Joseph Camilleri, Executive Head, Business Development & Corporate Services, BoV Fund Services
  • James Farrugia, Partner, GANADO Advocates
  • Amir Nabi, COO, Dolfin (chair)
  • Gianluca Negri, Partner, Triple Asset Management

Agenda

9:00Registration and breakfast
9:30Welcome and introduction, Amir Nabi, COO, Dolfin
9:40How to set up a fund - A guide to Maltese fund regimes, Joseph Camilleri, BoV Fund Services - A legal update, James Farrugia, GANADO Advocates
10:15Panel discussion chaired by Amir Nabi, COO, Dolfin
11:00Q&A and networking
12:00Close

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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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