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.

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
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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).

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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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