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.

Dolfin appoints Nick McCall as Head of Wealth Management

Today, we are happy to announce the appointment of Nick McCall as Head of Wealth Management.

13 September 2018 / News

With over 30 years’ experience in the financial services industry – most recently leading private wealth firms such as Hay Hill, Falcon Private Wealth and Clariden Leu and, before that, senior roles at the likes of Credit Suisse and Merrill Lynch – Nick joins to strengthen our sales and trading capabilities, and lead an expanding team of private client relationship managers.

Nick’s role, along with the other significant appointments and extension of our permissions in Malta during H1 of 2018, signals the continual development of the firm. We now offer custody, depositary (in Malta), execution brokerage and asset management services to private clients, financial advisers and institutional investors from both our London headquarters or the newly expanded office in Valletta.

Nick comments: “Dolfin is now a well-established firm with forward momentum. I’m excited about the opportunity to build awareness of its offerings, extending and diversifying its international private client base. Unlike many wealth managers with outdated systems and legacy thinking, Dolfin’s approach is truly nimble. By combining technology with investment expertise, it can offer a compelling client experience that I’m eager to be a part of delivering.”

Denis Nagy, CEO, said: “We’re delighted to welcome Nick to the team. He brings a wealth of industry expertise and his long history in wealth management will support our focus on building close and lasting relationships with our clients. Nick’s appointment is part of our continued commitment to significantly improve our investment process by challenging convention and harnessing technology.”

UK investor visas

Setting up home and building a business in the UK has long been attractive to foreign investors. We can guide you or your clients through the process step by step.

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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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