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.

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 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.

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