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.

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 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.

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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