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.

The future of wealth management is bionic

Wealth managers have long seen robo-advice and human expertise as distinct alternatives. But, argues Dolfin CEO Denis Nagy, firms can offer the two in tandem – and they must, if they are to avoid being left behind.

Dolfin COO named in PAM Top 40 Under 40

Amir Nabi has been recognised in this year’s prestigious list of industry high-achievers published by PAM Insight.

Dolfin celebrates Chinese New Year with Hedera Capital Management

Earlier this month, the Dolfin team joined Hedera Capital Management and 700 of its clients in Qingdao – to celebrate the Chinese New Year and look to the 12 months ahead.

4 February 2019 / News

At the beginning of January, members of the Dolfin team joined our partners Hedera Capital Management in Qingdao to take part in their annual client conference. Set over two days and in the presence of 700 Hedera clients, this event is not just a celebration of the Chinese New Year but an opportunity to look ahead, to share outlooks on the investment landscape and discuss the future of the UK-China relations.

Mr Lin Teng, the CEO of Hedera Capital Management, opened the meeting by extending his greetings and heartfelt thanks to all the guests who have trusted their capital to the company. He spoke about current economic conditions, future trends, and Hedera’s strategic goals. Particularly, he stressed the importance of foreign exchange markets and investment opportunities outside China. To foster the latter, last year Hedera became an FCA-approved Appointed Representative, choosing Dolfin as its primary partner and principal in the UK.

“The UK and China see each other as a source of opportunity.”

Georgios Ercan, Dolfin

Mr. Teng was followed by Georgios Ercan, our Head of Sales, who spoke about the impact of Brexit – both on the UK and international markets. Jay Williams, our Head of China Desk, then spoke about the opportunities that the UK offers to international residents and investors – from investor visas, through business, to education.

Since the June 2016 vote in favour of Brexit, the UK parliament has been unable to agree how the ‘will of the people’ should be brought in to effect. With the departure due date only two months away, the path towards the UK/EU deal – if it is ever to be reached – is still not clear. Notwithstanding the impact of Brexit in the short-term, the UK remains a major G7 economy that supports entrepreneurs and enjoys a strong rule of law and a competitive tax environment. The World Bank ranks the UK as the best place in Europe in which to operate a business (and 6th in the world) – attracting entrepreneurs and investors from all over the globe.

“We look forward to further enhancing out ties with Hedera Capital Management.”

Jay Williams, Dolfin

Georgios commented: “Post the Brexit vote of 23rd June 2016, we have seen a great interest from Chinese clients in financial services and real estate investments in the United Kingdom. The UK and China certainly see each other as a source of opportunity and Brexit brings prospects of new ties and agreements to the table.” Importantly, sterling’s recent weakness, on one hand, and the continuous links to the US and to the Commonwealth countries, on the other, all mean the UK is positioned as ever to be the partner of choice for Chinese investors wishing to invest abroad. Jay Williams added: “China is a hugely exciting market for Dolfin and we look forward to further enhancing our ties with Hedera Capital Management by offering our shareable infrastructure and helping to better service end clients.”

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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