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.

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 investment updates
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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.

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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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