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.

Postcard from the Netherlands

A key question facing players in a vibrant and rapidly growing fintech hub is whether to disrupt, collaborate, build or buy. Nikolay Pomortsev, Project Manager, reports from Dolfin’s Amsterdam office.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2019

Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.

Mastering tax and multigenerational wealth planning

Dolfin invites top UK tax advisers to share their expertise in a talk on private wealth structuring and tax planning strategies for international clients and their families.

Register
27 March 2019, 16:30 - 19:00 / 50 Berkeley Street, W1J 8HA

Tax can be a daunting yet necessary element of relocation to another country. UK tax, in particular, is a complicated matter. In this workshop, we will cover key principles and elements of the UK tax and regulation, and discuss how to allocate your assets globally, structure your investments and pass on your wealth efficiently.

Our speakers, Winnie Cao from Blick Rothenberg, and Nancy Chien from Bedell Cristin, will share their insights and cover multiple nuances of onshore and offshore private wealth structuring, including the use of trusts and foundations.

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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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