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 hires Credit Suisse and UBS veteran for new Head of Investment Management role

We have appointed Richard Gray as Head of Investment Management, a newly created role within our firm.

6 November 2018 /

In his new position, Richard will lead our investment team and further strengthen the asset management capabilities to best meet the needs of our private and institutional clients. His lengthy experience and depth of expertise in the generation of investment ideas and the construction of investment portfolios, will enable him to add further sophistication to Dolfin’s investment management approach, delivering in-depth qualitative and quantitative investment methodologies.

Richard joins Dolfin from ACPI, where he was Co-Head of Institutional Wealth Management. Before ACPI, Richard was at Credit Suisse where he was the head of the Special Situations team and co-head of the Multi-Asset Group. Prior to that, Richard was an investment analyst at Credit Suisse and UBS. He managed the utilities research franchise at Credit Suisse and was co-head of UBS’s top-ranked utilities equity research team. Previously, he was co-head of UBS’s software & services equity research team.

Earlier in his career, with Threadneedle Investment Managers, Richard was the portfolio manager of a £500m+ equity fund which was actively invested in UK small- and mid-cap growth companies.

Richard commented: “I’m excited to be joining Dolfin where I see a rare opportunity to harness the firm’s qualitative analysis together with its quantitative technology to create a truly modern investment process. This distinctive blend of human expertise and digital agility means we can offer component-based, flexible investment products that are very closely aligned with clients’ goals.”

Denis Nagy, CEO, said: “Having built a world-class custody platform and independent trading desk, we are now bolstering our investment capabilities. Richard’s breadth of experience across the gamut of market conditions, his pragmatic focus on offering compelling investment products, and his track record of leadership, make him highly valuable to our clients and I’m delighted to welcome him to the team.”

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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