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: September 2017

Watch our CIO, Vassilis Papaioannou, present our monthly investment update. In this short video, he provides a macroeconomic framework for September and an overview of the asset classes.

12 September 2017 / Videos
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Vassilis suggests there is a strong momentum behind manufacturing and consumer spending especially in Europe and the US. However renewed geopolitical risks and benign inflation are causing concerns for investors and policy makers. For fixed income, balance sheet reduction and a pending hike by the Fed, alongside the ECB’s tapering discussion and an ultra-low interest rate environment, paint a bleak picture for government bonds. On the equities side, the recent euro strengthening has restrained equities from breaking above the March highs, but current levels provide an excellent buying opportunity.

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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