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.

Postcard from the Netherlands

A key question facing players in a vibrant and rapidly growing fintech hub is whether to disrupt, collaborate, build or buy. Nikolay Pomortsev, Project Manager, reports from Dolfin’s Amsterdam office.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2019

Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.

Investment update: January 2019

Our Head of Investment Management, Richard Gray, talks to Dolfin CMO Andrew Carrier about some of the main themes for investors in 2019 and our market views for Q1 2019.

10 January 2019 / Videos
Author
Dolfin

The end of 2018 saw increased volatility and this  is to be expected as quantitative continues around the world, particularly in the US.

Looking to 2019, the US continues to do well economically and economic growth is set to continue in 2019 but the impact of the trade dispute between the US and China is beginning to be felt by US corporates. In the UK, it is impossible to know what the Brexit outcome will be, so we have a neutral stance, while in Europe the political situation in Italy and France are the two biggest worries beyond Brexit.

As a result, we are risk averse and holding higher cash levels; we have lower levels of equities and are transitioning fixed income holdings away from high yield towards investment grade and government debt.

Watch the video to hear more from our Head of Investment Management, Richard Gray.

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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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