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.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

November 2017 investment update

Our investment outlook for November 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.

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3 November 2017 / Monthly updates
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From a macroeconomic perspective:

The US: Unbreakable by storms
The US economy surprised significantly to the upside in Q3, growing at a broadly similar pace as in the previous quarter. Industrial activity was hit by the hurricanes in the summer but is set to rebound towards the end of the year, while the services sector continues to register strong performance. Stronger than expected GDP growth, coupled with an increase in price pressures should support the Federal Reserve’s intentions to hike rates in December.

The UK: Refocus on Brexit
The UK’s economic growth has accelerated somewhat over the third quarter as industrial production activity rebounded. Services sector growth remains modest, with real wages languishing in contractionary territory and the retail trade survey pointing to weaker numbers ahead. The upside surprise in third quarter GDP growth, coupled with an acceleration in inflation pressures, guided the Bank of England’s decision to hike rates by 0.25pp in November.

The Eurozone: A foot on the gas pedal
The Euro area economy continues its growth trajectory, unabated. Strong Q3 numbers, taken together with upside revisions to previous quarters’ GDP underscore that the Euro area has stepped up a gear in its cyclical recovery. Economic sentiment remains buoyant and forward-looking indicators are pointing to a continuation in healthy economic growth. While inflation remains on the weak side, the ECB has announced cuts to its Asset Purchase Programme, halving the amount of QE from January 2018, as widely expected.

UK investor visas

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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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