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.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

Investment update video: October 2017

Watch our CIO, Vassilis Papaioannou, present our monthly investment update.

9 October 2017 / Videos
Author

In this short video, he provides a macroeconomic framework for the upcoming quarter and an overview of the asset classes. He suggests that the recent actions and intentions of the major central banks reaffirm our negative view on the sovereign bond market. We expect steepening of the US curve as the third hike is already priced in and any news on the tax cuts or infrastructure should weigh on the long end. On the equities side, solid PMIs and robust consumer spending are the catalysts for positive trend continuation. As such, we favour Europe, US, Canada and Japan.

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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