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.

March 2017 investment update

Our investment outlook for March 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, 340 KB
3 March 2017 / Monthly investment updates
Author

From a macroeconomic perspective:

The US: Economic resilience
GDP growth slowed to 1.9 per cent in January, having risen 3.5 per cent in the third quarter. Unemployment remains low at 4.7 per cent (versus 4.6 per cent in November), and wage increases saw a rise of 0.4 per cent month-on-month.

The UK: Swings and roundabouts
The UK economy has given mixed signals over the past month. PMI numbers have been consistently positive with manufacturing and services up 55.9 and 54.5 respectively in January. Elsewhere, industrial production beat expectations at 1.1 per cent MoM.

The Eurozone: All eyes on upcoming elections
PMI numbers were strong across the board, with the composite index for the euro area climbing to 56 from 54.4 in January. Importantly, the national gauges showed France outpacing Germany for the first time since 2012, suggestive that growth could be increasingly broad based.

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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