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 welcomes Government’s tightening of the Tier 1 UK Investor Visa scheme

This week there have been press reports about the UK’s Home Office suspending the Investor Visa scheme while it tightens its rules and introduces an independent audit process. The scheme, first introduced in 2008, is designed to encourage wealthy foreigners to invest in and relocate to the UK.

6 December 2018 / News

Immigration Minister Caroline Nokes told The Times yesterday that “The UK will always be open to legitimate and genuine investors who are committed to helping our economy and businesses grow. However, we will not tolerate people who do not play by the rules and seek to abuse the system.”

While details are still scant and we await clarification from the Home Office, Dolfin certainly welcomes their intent: to benefit genuine investors who intend to support the UK’s economy – as well as the wealth managers and advisers who serve them. Notably, it seems the new rules will require investment in active and trading businesses via equities, rather than the Government bonds that have been permitted in the past. The Home Office has also said in future there will be a provision for pooled investments, supported by the Government, to back projects with a “clear economic benefit to the UK” such as supporting small and medium-sized businesses. Finally, from next year, regulated auditors will assess applicants’ financial and business interests and check they have had control of their funds for at least two years.

“Regulation can often be improved once it is clearer how it is working in practice and these proposed changes to the UK Investor Visa scheme are a perfect example,” said Dolfin CEO Denis Nagy. “The focus we’re now seeing on investments into UK corporate debt and equities at the expense of gilts is an excellent idea since it encourages investment in actual UK businesses. I’m also intrigued by the mooted ideas around pooled investments which sound like they could be a boon to smaller businesses who might particularly need it in a post-Brexit landscape.”

Dolfin has long put an emphasis on diligent on-boarding of UK Investor Visa clients – according to the existing rules and FCA requirements – and has a dedicated team of specialists, including Chinese and Russian speakers, who conduct the important due diligence demanded by the scheme. “We will have a clearer idea of the details of the changes in the new year,” concludes Nagy “but any development that rewards genuine entrepreneurs and investors while making it harder for those – foreign investors or their advisers – looking to skirt the rules for their own purposes is something I warmly welcome.”

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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