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.

October 2017 investment update

Our investment outlook for October 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, 399 KB
9 October 2017 / Monthly updates

From a macroeconomic perspective:

The US: Bumper growth
The US economy delivered bumper growth in Q2, with the quarterly figure revised upwards to 3.1 per cent q/q. However, with the impact from Hurricanes Harvey and Irma still to play out, we do expect some negative impact in Q3 figures.

The UK: More of the same
The UK economy has provided ‘more-of-the-same’ in recent months, with the economy continuing to expand, albeit at a subdued pace. With employment levels at record-highs and signs that industrial production may rise from here, there are reasons for cheer. However, recent construction surveys and the debacle over Theresa May’s future as PM add a touch of gloom to the UK’s outlook

The Eurozone: Strong momentum
European macroeconomic data remains upbeat, bolstering our positive view on the region. Despite some weakness in the retail sector, underlying growth momentum looks strong. The sticking point continues to be inflation, which has consistently disappointed. It remains to be seen how this will impact the ECB’s next moves with respect to monetary policy normalisation.
Click on the link below to download the full report.

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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