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.

The future of wealth management is bionic

Wealth managers have long seen robo-advice and human expertise as distinct alternatives. But, argues Dolfin CEO Denis Nagy, firms can offer the two in tandem – and they must, if they are to avoid being left behind.

Dolfin COO named in PAM Top 40 Under 40

Amir Nabi has been recognised in this year’s prestigious list of industry high-achievers published by PAM Insight.

Meet Dolfin

To mark the appointments of Nick McCall as Head of Wealth Management and Simon Black as a Senior Wealth Manager, we are hosting an informal get-together at which their guests will have an opportunity to get to know Dolfin and find out more about the benefits of working with an agile and independent wealth management platform.

16 October 2018, 17:00 - 19:00 / 50 Berkeley Street, London, W1J 8HA

Since the global financial crisis, the wealth industry has taken significant steps towards being a more transparent and open environment. But a paradox exists. On the one hand, clients are more aware than ever of the complexities of the financial and regulatory landscape, so they want an even closer relationship with their wealth manager. On the other hand, they demand the convenience, simplicity and low cost they’ve become accustomed to with smartphones and tablets.

Now we are seeing smaller firms emerge, firms that can leverage technology in a much more agile way than the larger firms can. They are tackling compliance, weeding out inefficiencies and delivering 21st century, tech-enabled client service. They’re building platforms that appeal to clients and wealth managers alike.

Join this session to hear from our CEO why he believes Dolfin is a new kind of wealth management business, one in which technology enhances human investment expertise and client interactions. Then Nick and Simon – with their combined 40 years of experience in private wealth – will share why they joined Dolfin and how they see it benefiting their clients.

The briefing will be followed by an opportunity to chat to more of the Dolfin team and its partners over drinks and canapés

Agenda

17:00Welcome and registration 
17:30An introduction to Dolfin - Denis Nagy, CEO
17:40Dolfin in private wealth - Nick McCall, Head of Wealth Management - Simon Black, Senior Wealth Manager
18:00 Networking over drinks and canapés
19:00Close

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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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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