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.

November 2016 investment update

Our investment outlook for November is now available. It contains an overview of asset classes, detailed macroeconomic outlooks 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, 681 KB
7 November 2016 / Monthly investment updates
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From a macroeconomic perspective:

We regard the US as still on track for growth
The recent data release in the US proved that the economy remains in a healthy shape. Looking at the latest Beige book, we see a match between the data and the messages telegraphed by the Fed: tight labour markets but still mild inflationary growth are the key messages.

The UK is blowing hot and cold
The economic data in the UK remains strong and the recent concerns about Mark Carney’s future as the governor of the Bank of England have dissipated with policymakers giving strong reassurance that the Central Bank still has a lot of ammunition in a downside-case scenario. Moreover, the updated economic projections from the BoE are now tilted more to an upside compared to the August projections in the Inflationary report.

The Eurozone is gathering economic momentum
During the last European Central Bank meeting, tapering was not discussed and abrupt ending of bond purchases is unlikely. We stick to the market view that expects a gradual decrease in the Asset Purchase Programme by the ECB in March 2017, with the asset repurchased in amount of EUR 60bn per month going forward (compared to EUR 80bn per month now). The economic data in the region is set to remain strong.

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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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