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 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.

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.

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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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