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 2018 investment update

Our investment update for January is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Download Report pdf, 582 KB
12 January 2018 / Monthly updates
Author

From a macroeconomic perspective:

The US: Continued growth
US real GDP growth continues to be strong with 3.2 per cent q/q preliminary estimate for the third quarter– the fastest pace in three years – and similar healthy trend in Q4. Economic activity has accelerated driven by private consumption and a significant contribution from stock building.

The UK: Mixed signals
UK Q3 real GDP growth came in a notch higher at 0.4 per cent q/q, up from the 0.3 per cent reached in the previous two quarters. On a sectoral level, GDP growth was boosted by the services sector, followed by a strong contribution from industrial production, while construction output contracted for a second quarter running. Despite the acceleration in economic activity, UK GDP continues to grow below the pre and post-crisis averages and slower than in other G7 countries.

The euro area: Germany and Italy leading the way
The euro area economy has stepped up a gear in its cyclical recovery in Q3, supported by a significant acceleration in German and Italian economic activity. With the strong Q1-Q3 growth prints, we see no obstacles in the way for the euro area’s activity to breach the 2 per cent annual growth for the past year.

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