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.

February 2019 investment update

Despite a deterioration in economic data, particularly in Europe and China, risk markets started 2019 on the front foot. This seemed to be largely due to a renewed spirit of dovishness amongst some of the world’s most important central bankers, writes Dolfin’s Head of Investment Management, Richard Gray.

Pensions in the millennial age

Millennials’ attitudes and behaviour – and those of their employers – are creating an alien pensions landscape, writes Nick McCall, Dolfin’s Head of Wealth Management.

Dolfin acquires business of UK subsidiary of Falcon Private Bank

Dolfin and the Swiss-based Falcon Private Bank announced today Dolfin’s acquisition of the business of Falcon’s UK subsidiary, Falcon Private Wealth Ltd.

January 2017 investment update

Our investment outlook for January is now available. It contains an overview of asset classes, detailed macroeconomic outlooks for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 350 KB
13 January 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US looks good
Trump’s victory bolsters our positive outlook for both inflationary and economic growth in the country. GDP is growing at the fastest pace since 2014 and the latest annual estimate reached 3.5 per cent for the third quarter of 2016.

The UK continues to surprise
Economic growth remains intact, with GDP rising by 0.5 per cent in the third quarter, and 2.3 per cent on an annual basis. Economic expansion continues with manufacturing activity recently rising to a two-year high as well as buoyant consumer confidence, with November retail sales beating estimates for the second consecutive month.

The eurozone shows improvement
Consumer prices reached their highest levels since April 2014 and economic growth is steady, despite political headwinds. Furthermore, PMI levels point to an expansionary phase of economic development, with figures reaching their highest levels in the last two years.

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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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