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 2016 investment update

Our investment outlook for December is now available. It contains an overview of asset classes, detailed macroeconomic outlooks 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, 431 KB
7 December 2016 / Monthly investment updates
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From a macroeconomic perspective:

The impact of Trumps’ election on the US economy is positive
The latest data shows the US enjoying economic momentum and improving growth prospects, driven by Trump’s win. We see continuing improvement for a broad range of economic indicators in the US such as GDP which has been expanding at the fastest pace since 2014 and the latest estimate reached 3.2 per cent for the third quarter of 2016.

The UK is stronger than yesterday
The UK economy remains intact, with estimates for GDP rising 0.5 per cent in the third quarter, higher compared with the same period a year ago. The notable 0.9 per cent increase in growth for business investment (vs consensus estimates of -1.1 per cent) suggests the European referendum has – so far – had limited impact.

The Eurozone is making a slow but steady recovery
The European economy remains on track for recovery. Overall economic growth in the Eurozone remains steady despite the political headwinds surrounding the economy through the course of the last quarters. GDP growth stays at 1.6 per cent for the second consecutive quarter.

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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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