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.

August 2017 investment update

Our investment outlook for August 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.

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8 August 2017 / Monthly updates
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From a macroeconomic perspective:

The US: A rebound in activity
The US economy rebounded in Q2 with strong economic activity, underscoring the temporary nature of the first quarter slow down. The economy remains on track with expanding industrial production and positive signals in the service sector, supported by a buoyant labour market. Meanwhile, inflation remains short of the Federal Reserve’s target, calling into question a third interest rate hike later this year.

The UK: The coming back of the doves
The UK economy has rebounded slightly in the second quarter with varied performance across sectors. While the service sector staged a comeback, industrial production and construction disappointed. An easing in inflationary pressures in June combined with a slowdown in the economy over the course of H1 took the wind out of the BOE hawk’s sails, leaving monetary policy on hold. Given the economic backdrop, we do not expect the BOE to hike interest rates any time soon.

The Eurozone: Strong growth in Q2
The Euro area experienced strong real GDP growth in Q2 with a pronounced rebound in industrial activity across countries and a positive performance in the service sector. Meanwhile, inflation remained short of the ECB’s target, providing little support for substantial tightening in monetary policy. We expect the Governing Council to prolong the quantitative easing program by another six months in the autumn, while reducing the amount of purchases to €40bn.

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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