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.

Brexit vote: The UK runs out of superlatives

Despite all the impassioned headlines this morning, we have learned almost nothing as aresult of last night’s defeat.

The business of beauty

Millennials’ quest to achieve the perfect complexion is driving a boom in the skincare and beauty industry and abundant opportunity for investment. We investigate the rise and rise of skincare start-ups and ask where to find the next big winners.

Dolfin opens for US trading hours

Dolfin announced today that we have extended the hours of operation of our London-based independent trading desk to include US trading hours, allowing clients to execute trades in US-listed securities for the full duration of the session.

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.

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