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 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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