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.

Postcard from the Netherlands

A key question facing players in a vibrant and rapidly growing fintech hub is whether to disrupt, collaborate, build or buy. Nikolay Pomortsev, Project Manager, reports from Dolfin’s Amsterdam office.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2019

Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.

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.

18 February 2019 / News

Dolfin – which will become an external asset manager to Falcon Private Bank – will broaden its client base and add about $1bn of client assets. This news means these clients will now be able to benefit from Dolfin’s diverse range of wealth management solutions, private investment opportunities and other ancillary services such as payment accounts and cards. With a number of Falcon staff expected to transfer to Dolfin, clients will retain the same custody and fee arrangements.

Falcon Private Bank CEO Martin Keller stated: “We are focused on the delivery of our strategic priorities. While I regret our withdrawal from the UK market, this is the right step for Falcon to take. I am pleased about this agreement with Dolfin, a highly reputable wealth management firm that will guarantee the same exceptional service for our UK clients.”

Denis Nagy, CEO of Dolfin, said: “We are delighted to be announcing this exciting development which provides us with a strong platform for growth and is a further step in the delivery of our objectives. Falcon has a strong client base in the UK and we’re proud that we will be able to give them an extended suite of services through our offices in London and Malta – including custody, execution and investment management.”

As a former CEO of Falcon Private Wealth, I know many of its existing clients well. I look forward to welcoming them to the Dolfin platform.

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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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