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.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

Investment update video: November 2017

Watch our investment adviser, Josh Jarvis, present our monthly investment update.

7 November 2017 / Videos
Author
Dolfin

In this short video, he provides a macroeconomic framework for the upcoming month and an overview of the asset classes. He has a positive outlook for the global economy for the course of November. He expects continued economic strength to both fuel corporate earnings and bolster investor sentiment for equities. On the fixed income side, we are positive on high yield as strong macro fundamentals and improving corporate balance sheets provide good guidance for future carry collection.

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.

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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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