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 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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