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 rings in its membership at the Malta Stock Exchange

We are proud to announce today, that our Maltese unit, Dolfin Asset Services Ltd, has become a member of the Malta Stock Exchange (MSE). Dolfin CEO Denis Nagy took part in the MSE’s traditional ringing of the bell ceremony this morning to mark the occasion.

2 October 2018 / News

Dolfin’s membership means that the traders in Malta and our clients have direct access to Malta’s securities market, both in bonds and equities. The move builds on the Dolfin Group’s ambition to offer a true one-stop-shop to our clients – for investment accounts, execution, or asset management – regardless of whether they custody their assets in London or Malta. We already provide our international clients with UK investor visa solutions and plan to offer them a similar service for Malta.

Membership of the MSE also gives us access to the Maltese central security depository and increases our efficiency by enabling trading directly through the MSE without going through an intermediary.

Ramon Bondin, CEO of Dolfin Asset Services in Malta, said: “Our membership of the MSE demonstrates our ongoing commitment to financial services in Malta. Since opening our office in Valletta this April, we have continued to grow and invest in the financial centre. Our membership enables us to provide our clients with a faster, more efficient service while further embedding our roots in Malta.”

We secured our Malta custody and depository licence earlier this year making our firm the first provider on the island to offer access to depositary facilities with London-based custody. Acquiring membership with the MSE further solidifies our position in Malta’s growing financial services industry.

Joseph Portelli, Chairman at the Malta Stock Exchange, said: “The Malta Stock Exchange is pleased to be welcoming Dolfin as our newest member. Dolfin is the second broker affiliated with the exchange which has a strong international presence. Attracting foreign-based brokers is testament that the Malta Stock Exchange will have a growing international footprint”.

Pictured from left: Amir Nabi – COO, Ramon Bondin – CEO Dolfin Asset Services Limited, Denis Nagy – CEO, Anthony Charles – Head of Trading Dolfin Asset Services Limited , Ricardas Sildiajev – Senior Trading Dolfin Asset Services Limited

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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