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.

February 2019 investment update

Despite a deterioration in economic data, particularly in Europe and China, risk markets started 2019 on the front foot. This seemed to be largely due to a renewed spirit of dovishness amongst some of the world’s most important central bankers, writes Dolfin’s Head of Investment Management, Richard Gray.

Pensions in the millennial age

Millennials’ attitudes and behaviour – and those of their employers – are creating an alien pensions landscape, writes Nick McCall, Dolfin’s Head of Wealth Management.

Dolfin acquires business of UK subsidiary of Falcon Private Bank

Dolfin and the Swiss-based Falcon Private Bank announced today Dolfin’s acquisition of the business of Falcon’s UK subsidiary, Falcon Private Wealth Ltd.

Dolfin opens for US trading hours

22 January 2019 / News

Our trading and execution service operates through a network of more than 230 counterparties, trading across a wide range of asset classes. Extending to US trading hours increases options available to clients, providing access to more liquidity and pricing choices.

With this extension of trading hours, we give clients direct access to execute trades across time zones, increasing flexibility. Furthermore, the move enables clients trading European shares to continue trading after the European markets close by leveraging American Depositary Receipts (ADR) liquidity.

We have always prided ourselves on our ability to execute trades for clients – even in ‘hard to source’ securities. We’ve long offered a complete multi-asset execution service to a broad range of instruments and markets. Now, for example, if one of our clients is trading a European equity also listed on a US exchange, they don’t have to wait until the next day to complete which reduces risk. Ultimately, our enhanced service helps us achieve the best results for our clients.

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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