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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.

Monthly investment updates

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.

Investing

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.

News

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.

News

Catch-up on our latest news

Dolfin and Jaeger-LeCoultre focus on the future by learning from the past

Last month, Dolfin joined forces with storied watchmaker Jaeger-LeCoultre to host an exclusive client event devoted to measuring the passage of time and planning for the future.

Andrew Carrier

/ 17 December 2018

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.

Andrew Carrier

/ 6 December 2018

Dolfin can serve 80% of UK investor visa applicants in native language

We can now service 80 per cent of applicants for tier one UK investor visas in their native language. That’s according to the Q3 2018 figures just released by the Home Office on the number of applicants, by country of origin, that have successfully applied for tier one UK investor visas.

Andrew Carrier

/ 4 December 2018

Dolfin hires Credit Suisse and UBS veteran for new Head of Investment Management role

We have appointed Richard Gray as Head of Investment Management, a newly created role within our firm.

Andrew Carrier

/ 6 November 2018

Dolfin appoints Simon Black to bolster its private wealth management capabilities

We have recently appointed Simon Black as a Senior Wealth Manager, further bolstering the firm’s ability to meet the demands of HNW and UHNW private investors.

Andrew Carrier

/ 16 October 2018