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.

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.

Download Report pdf, 639 KB
3 November 2017 / Monthly investment 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.

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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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