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.

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.

29 May 2018 / News

Dolfin will support Alexander House by providing investment capital to enhance the firm’s business development efforts – notably its marketing, client acquisition, ongoing innovation and technological enhancements. Alexander House and its client base will benefit from our asset management capability and experience in both the international and institutional markets.

The partnership reflects Dolfin’s broader strategic focus of enabling professional financial advisers to enhance their client propositions through the use of market-leading infrastructure and services.

Denis Nagy, CEO at Dolfin said: “Alexander House is one of the UK’s top financial advisers, and its talented team, under Nick Kelly’s entrepreneurial leadership, offers a diverse range of services and transparent fee structure. It is a highly respected business and we are excited about this mutually beneficial strategic partnership.”

Nick Kelly, Founder & CEO, Alexander House, added: “Dolfin’s technology-driven approach will allow us to expand our offering and deliver an enhanced service to our clients. Dolfin is a true strategic partner and we intend to explore closer collaboration as our relationship develops.”

Last month, Alexander House announced that Steve Braidford would be joining its board as Managing Director. Mr Braidford was a founding MD of Sandringham Financial Partners and brings a wealth of relevant experience to Alexander House.

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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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