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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.

Head of Investment Management

Richard Gray

Biography

Richard joined Dolfin in October 2018 from ACPI Investment Managers in London, where he was responsible for ACPI’s institutional client base and product offerings. He was also the Chair of ACPI’s southern-African business with a broad range of business and local regulatory responsibilities.

Before ACPI, Richard was at Credit Suisse where he was the head of the Special Situations team and co-head of the Multi-Asset Group. Prior to that, Richard was an investment analyst at Credit Suisse and UBS. He managed the utilities research franchise at Credit Suisse and was co-head of UBS’s top-ranked utilities equity research team. Previously, he was co-head of UBS’s software & services equity research team.

As an institutional portfolio manager with Threadneedle Investment Managers, Richard was the portfolio manager of a £500m+ equity fund which was actively invested in UK small- and mid-cap growth companies.

As an investment banker at Deutsche Morgan Grenfell (subsequently Deutsche Bank) Richard provided investment banking advice for major public and private companies.

Prior to a career in financial services, Richard was an officer in the British Army, where he gained extensive operational experience globally in both combat and peace-keeping roles.

Richard has an LLB (in Laws) from King’s College, London University, where he also won a Hardwicke Scholarship to Lincoln’s Inn.

Contact Details

London

+44 20 3883 1851

[email protected]

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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.

Richard Gray
/ 11 February 2019

Q1 2019 market views

Richard Gray, Head of Investment Management, believes that “now is the time to mend nets”. Download this quarter’s market views document and watch Richard provide his thoughts on some of 2019’s big themes for investors.

Richard Gray
/ 10 January 2019
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In the press