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 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.

30 April 2018 / News

We are pleased to announce that Dolfin has been awarded a custody and depositary licence from the Malta Financial Services Authority, which helps to extend our global offering. With these latest permissions, we can now offer private and institutional clients a comprehensive range of investment services from our new office in Valetta.

The main beneficiaries are expected to be Malta-based collective investment schemes and trusts or other wealth structures that need a local custodian or depositary. With our expanded offering, we’re now a potential partner to global administration companies and will also be able to offer our UK private clients the option of custodying their assets with us in Malta.

“The extension of our services in Europe, while maintaining proximity to the UK, is a significant step for Dolfin.”

Denis Nagy · CEO

Malta has a growing financial ecosystem, particularly in the fund space. However, many asset managers wanting to set up here have been underserved in custody and depositary services. The award of our licence will change that.
Now we will be able to offer our client base in Malta the level of service and exposure that they would expect when setting up business in London. At the same time, this will allow clients to benefit from the island’s robust regulatory environment, lower cost base, access to a growing financial ecosystem and a highly educated, English-speaking workforce

Denis Nagy, CEO of Dolfin, added, “Malta is an increasingly important hub for financial services, particularly asset management and private wealth. Our Maltese operations can now leverage our infrastructure, trading counterparties worldwide and our network of the best global sub-custodians. The extension of our services in Europe, while maintaining proximity to the UK, makes strategic sense for our clients; this is a significant step for Dolfin.”

Malta’s financial services sector is experiencing a strong period of growth. It currently contributes just over 12 per cent of Malta’s GDP.

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.

Learn More

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.

Learn more about us