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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.
Monthly investment updates

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.
Investing

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.
News

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.

The future of finance today hosted by Dolfin and London Business School

Join us for a briefing on disruptive forces in the financial industry and a discussion on current and future career opportunities – both at Dolfin and beyond.

13 September 2018, 17:00 / 50 Berkeley Street, London, W1J 8HA

We invite students and graduates for an evening of discussion on the recent trends in the finance industry and the disruptive forces that are reshaping the sector today: from technology, through regulation, to geopolitics and Brexit.

You will have the opportunity to hear from Dolfin’s CEO and COO, both London Business School Alumni, on their experience in wealth management and fintech. Denis Nagy and Amir Nabi will also share their insight about Dolfin – a company they founded after graduating from LBS – touching upon its current structure, future growth, and employment opportunities.

This event is organised in partnership with London Business School. The briefing will be followed by a chance to network over drinks with your peers and representatives from across Dolfin’s business.

Join the conversation on social media with #DolfinCareers.

This event is now full and we are not accepting any more registrations.

Agenda

17:00Welcome and registration
17:20Business background by Denis Nagy, CEO
17:35Infrastructure and plans for the future by Amir Nabi, COO
17:50Meet some of the Dolfin team • HR - Kady Morgan (Senior HR Manager) • HR - Sarah Collins (HR Administrator) • Sales – Georgios Ercan (Head of Sales) • Sales – Giles Cheney (Head of China Desk) • Investment Management – Mikhail Trebunskikh (Equities Portfolio Manager) • Investment Management – Joshua Jarvis (Investment Advisor) • Quantitative Development – Aleksandr Brilkov (Head of Quant Development) • Legal & Compliance – Deanna Zhan (Head of Legal) • Legal & Compliance – Oliver Rodwell (Head of Compliance Development)
19:00Close

UK investor visas

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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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