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.

Social Media for Financial Services: An interview with Georgios Ercan

In the second instalment of Spotlight On: SoAmpli Clients series, our Head of Sales Georgios Ercan sat down with Charlotte Smith, SoAmpli to speak about our approach to social selling.

23 August 2018 / News
Author
Dolfin

In this interview, you’ll get to know why Georgios joined Dolfin and what challenges does he find in his day-to-day job. The main focus of the article is on how to utilise social media for financial services in the best possible way.

“The most successful one has been LinkedIn because that’s what my professional network is, that’s where you create awareness. There are times when I have pitched to someone on LinkedIn to have a meeting and talk about stuff and they haven’t responded but when they’ve seen a post that relates to them such as immigration or investment portfolios, technology or macro views they reach out”, says Georgios.

Read the full interview here.

UK investor visas

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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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