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 extends Maltese operation with investment services licence upgrade

We have been awarded a Category III licence, expanding our execution and post-trade services to include principal trading on the Malta Stock Exchange (MSE).

 

8 January 2019 / News

With the new licence, we can now extend our brokerage offering to other market participants in Malta such as professional clients and eligible counterparties.

Dolfin opened its new Malta office in April last year, making it the first London-headquartered provider on the island to offer access to custody and depositary services. We consolidated our position in Malta’s financial sector when we became a member of the MSE in October 2018. The latest development enhances our offering and embeds us in Malta’s growing financial services industry.

Anthony Charles, Head of Trading at Dolfin Asset Services in Malta, said: “Our licence upgrade broadens the scope of our trading capabilities and enables us to be a true one stop shop for our clients. It allows us to operate to our full capacity, integrate into the trading community and build relationships with other members on the MSE.”

Ramon Bondin, CEO of Dolfin Asset Services in Malta, said: “Since opening our office in Valletta, we have gone from strength to strength, growing with the Maltese financial services industry. Our Category III licence is testament to our commitment to the region and is the next step in our journey, delivering our Maltese clients the same level of service as our our UK-based clients.”

UK investor visas

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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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