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.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

Chief Marketing Officer

Andrew Carrier

Biography

Andrew is responsible for protecting the Dolfin brand and raising our market profile while building long-lasting relationships with our clients. His team manages the firm’s media relations, publishes Dolfin Diary and delivers our client events.

Andrew joined Dolfin in 2015 from Deutsche Bank, where he had global responsibility for the marketing of the bank’s securities services as well as being functional lead for its digital marketing channels.

Before joining Deutsche Bank, Andrew built 14 years’ of expertise in a variety of marketing and communications roles in the financial sector. A short stint in the back-office of J.P. Morgan Investment Management was followed by sales & marketing roles for two fintech providers, then eight years with SWIFT — ultimately as its global head of marketing communications. He also has agency-side experience having spent 18 months with Cognito, a leading communications firm for the financial and technology sectors.

Contact Details

London

+44 7823 402 502

[email protected]

LinkedIn

News

Dolfin announces partnership with national IFA Alexander House

We are pleased to announce that Dolfin has formed a strategic partnership with Alexander House Financial Services, one of the fastest-growing national, chartered IFAs in the UK. As part of the agreement, we have acquired a significant equity stake in Alexander House, which is an appointed representative of the UK’s largest distributor of financial advice, Intrinsic.

Andrew Carrier
/ 29 May 2018
Research
Diary

Thoughts on WIRED Money 2017

Last week, Dolfin attended WIRED Money, a one-day conference in London. The event, now in its fifth year, “brings together the innovators, inventors and entrepreneurs defining the future of the finance industry”. Our CMO, Andrew Carrier, came away convinced that the future of financial technology lies in surprising and delighting customers.

Andrew Carrier
/ 23 May 2017

A poisoned chalice?

Over the past 25 years, tempted by tax-free returns and prices that have risen faster than a cork from a champagne bottle, investors have increasingly been drawn to wine as an alternative asset class. But is your cellar a safe place to stash your cash?

Andrew Carrier
/ 19 December 2016
In the press