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.

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.

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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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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