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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

The future of wealth management is bionic

Wealth managers have long seen robo-advice and human expertise as distinct alternatives. But, argues Dolfin CEO Denis Nagy, firms can offer the two in tandem – and they must, if they are to avoid being left behind.

Dolfin COO named in PAM Top 40 Under 40

Amir Nabi has been recognised in this year’s prestigious list of industry high-achievers published by PAM Insight.

February 2017 investment update

Our investment outlook for February 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, 411 KB
6 February 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

US: “America first”
GDP growth slowed to 1.9 per cent in January, having risen 3.5 per cent in the third quarter. Unemployment remains low at 4.7 per cent (versus 4.6 per cent in November), and wage increases saw a rise of 0.4 per cent month-on-month.

UK: Surprising resilience since the Brexit vote
GDP growth accelerated in January, with a rate of 0.6 per cent in the final quarter and 2.2 per cent on an annual basis. Manufacturing and construction surveys also continue to show the benefits of a weakening pound and both industrial and manufacturing production numbers were strong with month-on-month rises of 2.1 per cent and 1.3 per cent respectively.

The Eurozone: Staying strong
Europe continues to show positive, and importantly broad, economic momentum both in core and peripheral countries. GDP numbers were reasonably strong, with a Euro-wide 0.5 per cent posted for the quarter, in line with expectation, and industrial production grew at 1.5 per cent month-on-month, meaningfully outperforming expectations at 0.6 per cent.

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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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