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 Simon Black to bolster its private wealth management capabilities

We have recently appointed Simon Black as a Senior Wealth Manager, further bolstering the firm’s ability to meet the demands of HNW and UHNW private investors.

16 October 2018 /

In this newly created role within our Sales team, Simon will focus on bespoke portfolio design, identifying the specific needs and goals of our clients. This ‘tailored’ offering reflects our flexible approach and the ambition to offer a truly ‘one-stop-shop’ service both to private clients and the financial advisers who serve them.

Simon joins our firm, following 11 years at Hassium Asset Management, where he was most recently the firm’s Chief Investment Officer, providing a personal investment platform for a select group of private families across the UK and Europe. He is well suited to supporting Dolfin as we continue to expand our client offering, from custody and execution, through asset management, to a fully bespoke wealth management service. The announcement comes just a few weeks after we appointed Nick McCall as Head of Wealth Management.

Simon Black commented: “Dolfin combines a highly experienced investment team with the agility of advanced technology to provide solutions in the best interest of clients. I look forward to delivering this truly differentiated offering to clients over the long term.”

Georgios Ercan, Head of Sales, said: “Simon brings invaluable market knowledge and expertise, complimenting Dolfin’s offering as a tech-driven wealth manager. His appointment is the next step in our wider strategy for our wealth management team and is testament to our continual growth and expansion.”

To mark the appointments of Nick McCall as Head of Wealth Management and Simon Black as a Senior Wealth Manager, we are hosting an informal “meet and greet” for clients at our London office this evening.

For information on this evening’s event, please click here. Simon’s biography can be found here.

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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