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 2018 investment update

Our investment update for February is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 667 KB
9 February 2018 / Monthly investment updates
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From a macroeconomic perspective:

The US: Strong performance
The US economy performed strongly in Q4 with the details of the GDP breakdown indicating that the healthy growth momentum is likely be carried over into 2018. Meanwhile, inflation pressures are mounting slowly, keeping the US Fed on track for three interest rate hikes this year.

The UK: Mixed signals
The economic picture in the UK improved throughout 2017 with GDP growth printing stronger each quarter. The performance, however, is mixed across sectors with the services sector accelerating while construction output continues contracting. On the inflation front, prices have remained elevated, only inching down from the November peak and increasing the pressure on the Bank of England.

The euro area: Labour market growth
The euro area economy has remained on a cyclical upswing in Q4 with strong GDP growth of 0.6 per cent q/q. Forward looking indicators point to further expansion in services and industry sectors, supported by a strong labour market. Meanwhile, inflationary pressures are building only gradually as the ECB leaves us little clues about its monetary policy beyond September 2018.

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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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