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.

July 2017 investment update

Our investment outlook for July is now available. It contains an overview of our views on various asset classes, macroeconomic analysis 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, 444 KB
10 July 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Some warning signals
Despite tightening in the labour market, inflation remains on the soft side. Personal consumption expenditure, the Federal Reserve’s preferred inflation measure, slowed to 1.4 per cent year-on-year (-0.3pp) in May, once again below the central bank’s 2 per cent target.

The UK: Source of market uncertainty
The UK economy continues to give off mixed signals, with a weaker consumer sitting uneasily with signs of greater resilience in the economic data.

The Eurozone: Road to recovery
Euro area growth continues to grow on a broad based level with GDP expanding in all 18 reported countries, including in economies such as Greece and Italy. Spain continues to outperform, growing at 0.8 per cent q/q, followed by a strong print in Germany (0.6 per cent q/q) and below Euro area average growth in France and Italy (0.4 per cent q/q each).

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