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.

December 2017 investment update

Our investment outlook for December is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 568 KB
5 December 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: Unshaken economic acceleration
US economic growth has accelerated in Q3, shaking-off the negative economic impact caused by hurricanes Harvey and Irma over the summer. Growth remains supported by strong consumer sentiment and a stark rebound in industrial activity going into Q4. With an increase in underlying inflation pressures coupled with stronger-than-expected GDP growth, nothing stands in the way of a rate hike in December.

The UK: Sterling ascending
The services sector was the main growth engine of the UK in Q3, fuelled by an expansion in private consumption. Meanwhile, the increasingly tight labour market has produced another month of negative real wage growth. Going forward, we expect a decline in price pressure towards year end to alleviate the pressure on purchasing power. Turning to industry, full order books and buoyant export demand point to further expansion in the manufacturing sector, supporting our view of a turnaround in exports in Q4.

The Eurozone: All guns blazing
The Euro area economy has stepped up a gear in its cyclical recovery, supported by a significant acceleration in German and Italian economic activity. Going into Q4, industrial sector sentiment remains buoyant with the Manufacturing PMI standing at a 17-year high and pointing to further expansion in output. Adding to this, optimistic consumer confidence should support services sector growth in Q4. Meanwhile, price pressures remain subdued, leaving the ECB on the side-lines.

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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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