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.

May 2017 investment outlook

Our investment outlook for May 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, 507 KB
8 May 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: Ready to hike rates in June
Economic weakness in the first quarter should be temporary and investors are focused on company earnings results and political developments on the other side of the Atlantic. The Federal Reserve reiterated its tightening intentions at its meeting in May, describing the slowdown in Q1 as “likely to be transitory”. Markets are now fully anticipating the next rate hike to take place in June.

The UK: Mixed signals
The UK economy continues to send mixed signals, with soft and hard indicators pointing in different directions. Weakness in retail sales due to higher inflation and at the same time stronger manufacturing activity, due to a weaker currency leave equity and bond investors in limbo. With the Bank of England’s decision to tolerate higher levels of inflation to support the economy, and general elections approaching quickly, we expect the BoE to keep rates on hold at its next meeting on 11 May.

The Eurozone: Strength in recovery
Overall, the economic recovery is becoming increasingly solid in the euro area, with an improvement in both, hard and soft indicators. The European Central Bank has confirmed the positive economic outlook, stating that euro area growth is moving towards “a more balanced configuration”–opening the door to a possible change in the ECB’s forward guidance at the next meeting in June.

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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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