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.

September 2017 investment update

Our investment outlook for September 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, 602 KB
4 September 2017 / Monthly investment updates
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From a macroeconomic perspective:

The US: Acceleration in consumer spending and investment
The US economy rebounded strongly in Q2 with the second estimate of US real GDP growth showing a significant acceleration in consumer spending and investment. The economy remains on track with expanding industrial production and a service sector healthier than previously thought. Positive data aside, inflation continued to move away from the Federal Reserve’s target, casting further doubts on a third interest rate hike later this year.

The UK: No imminent recession risk
The details of Q2 real GDP growth painted a bleak picture of the economy, although we view this weakness in the first half as transitory. A small rebound in growth from Q1 was driven by an upside surprise to government spending, while private consumption and investment data were flat. Forward looking signals point to a rebound in industrial production together with the long-awaited growth in exports. At the same time, inflation remains stable and was below market expectations in July, reducing the possibility that the Bank of England will hike interest rates anytime soon.

The Eurozone: Strong growth in Q2
The Euro area experienced strong real GDP growth in Q2, which has broadened and deepened across countries. Meanwhile, inflation remained short of the ECB’s target, providing little support for substantial tightening in monetary policy. We expect the Governing Council to prolong the quantitative easing programme by another six months in the autumn while reducing the amount of purchases to €40bn.

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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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