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.

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 investment updates
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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.

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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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