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.

April 2017 investment update

Our investment outlook for April 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, 381 KB
10 April 2017 / Monthly investment updates
Author
Dolfin

From a macroeconomic perspective:

The US: Robust economic growth
PMI numbers held at elevated levels above 50 (a sign of expansion), with the ISM Manufacturing Index falling slightly to 57.2, from 57.7 in February. Elsewhere, jobs data continues to show strength, with non-farm payrolls of 235,000 jobs in February, and an upwards revision of the January figure to 238,000 jobs created. Whilst retail sales dipped to 5.7 per cent, from 6 per cent in January, the trend has been upward moving.

The UK: A constant state of flux
Article 50 was triggered on 29 March, marking the formal start of the UK’s exit from the EU. Amidst the noise emanating from the British media, the impact to the economic outlook still remains to be seen over the near term. PMI numbers have been consistently positive, albeit slowing, with manufacturing and services up 54.6 and 53.3 respectively in February. Elsewhere, retail sales bounced back in February, rising 1.3 per cent month-on-month (MoM). Despite this broadly positive data however, industrial production fell -0.7 per cent MoM.

The Eurozone: All eyes on upcoming elections
Politics remain a tailwind in April as the French election fast approaches. PMI numbers were strong across the board in March, with the composite index for the euro reaching 56.4, from 56 in February. The strength was broad-based, with multi-year highs in manufacturing PMI for all major Euro economies (ex-Spain).

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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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