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.

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 updates
Author

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.

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.

Learn More

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.

Learn more about us