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.

Investment update video: December 2017

Watch global economist, Olga Tschekassin, present our monthly investment update.

11 December 2017 / Videos
Author
Dolfin

In this short video, she provides a macroeconomic framework for the upcoming month and an overview of our view on each of the main asset classes. Olga believes that global economic conditions remain robust as we enter the last month of the year. The strong economic sentiment has carried over to the month of December, as major economies with strong consumer sentiment and Europe’s manufacturer’s PMI are at a 17-year high. On the fixed income side, we remain negative on global rates, neutral on investment grade and positive on high yield.

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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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