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Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

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Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

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Investment management

We apply a multi-asset, multi-market, and multi-strategy approach to investment management, combing fundamental and quantitative analysis with an unconstrained mindset to deliver long term, absolute returns.

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Benefits

Long term, absolute returns.

Our investment approach is built upon four pillars: fundamental, quantitative, global macro, and technical. We combine the fundamental knowledge of our in-house portfolio managers with the smart beta forces from the quantitative world. The output is then refined through the global macro lens and optimised via technical analysis tools. The result? Long term, sustainable returns

Unconstrained.

Our team's go-anywhere approach, unconstrained of traditional investment frameworks and benchmarks, means we're free to chase opportunity wherever it may lie, while aiming to achieve the client's risk/return profile.

Digitally empowered investment process.

Our proprietary developed screening and analytical toolkit uses a large number of complex factor and filter methodologies. Assisting our economists, portfolio managers and advisors to further enhance their macroeconomic predictions, to narrow down equities and fixed income universes, for next step in-depth analysis and to overall help optimise clients portfolios' risk / return profiles.

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Multi-asset

We diversify across a broad range of asset classes, including cash, government bonds, corporate credit, equities, commodities, currencies, property, hedge funds.

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Multi-market

Our outlook is broad. We have global reach and can invest in more than 120 markets worldwide, spanning developed, emerging and frontier.

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Multi-strategy

We run a variety of investment strategies to suit specific investors’ needs, including hedge fund replication, high yield momentum, and an unconstrained credit strategy.

How it works

We offer both advisory or discretionary investment management.

Advisory Discretionary

Advisory

If you need multi-asset class investment advice on a trade-by-trade basis.

If you value analysis, ideas and recommended investment products from an experience team of analysts.

Seamless process of transferring funds

Discretionary

If you prefer to leave investment decisions to us, based on their goals and risk-tolerance.

If you are comfortable investing directly in our model portfolios.

If you wish to benefit from an unconstrained, benchmark agnostic approach.

Four pillars of rigorous analysis.

We believe in going beyond mere ‘top down/bottom up’ methodology. Our approach is more thorough and built on four pillars of analysis: fundamental, quantitative, macro, and technical.

Fundamental

Fundamental analysis allows us to evaluate the intrinsic value of a security by discounting its future cash flows and compare basic ratios against a peer group.

Quantitative

We use our software, the Investment Toolkit, to process multi-dimensional data sets and extract important information about cross-asset correlations and lead lag effects among variables.

Macroeconomic

Macroeconomic analysis helps us forecast economic conditions that affect consumer and investment behaviour. We focus not only on national output, unemployment and inflation, but also on cross sector and inter-market relationships within the macro context.

Technical

Technical analysis helps us analyse price patterns and trading activity statistics of the different instruments/markets to assess the market timing component of the investment decisions.

The pillars in practice.

Fixed income

Our bond selection is carried out on the basis of two lines of analysis. First, at issuer level, we examine smart beta characteristics such as value, momentum, quality. Then, at the issue level, we look at the curve positioning.

Equities

Our equity selection utilises a proprietary methodology that focuses on smart beta characteristics combined with valuation matrics. We adopt a multi factor approach with a re-balancing option schedule that enables us to locate profitable opportunities.

Why Dolfin

Investment expertise with digital agility.

We combine deep qualitative analysis by our team of portfolio analysts and harness the power of quantitative analysis from our proprietary software. Investment experts working with smart fintech deliver the best of both worlds.

Integrated and efficient.

Our solutions are highly diversified but rightly integrated. That's why we can offer clients custody accounts and access to our execution desk, as well as our asset management expertise. Our direct active approach to investment ensures effective control over the positions enabling the delivery of cost-efficient, liquid and transparent solutions to our clients.

Performance backed by research, tracked with transparency.

From weekly high-conviction investment ideas, through monthly updates, to quarterly investment outlooks, our regular research and analysis keeps our clients informed. But being properly in-the-know, requires more. That's why we also share a scorecard that tracks and reports on how each of investment ideas we have offered has performed. It's simple, transparent, and empowering for investors.

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Investment accounts

Q1 2021 Investment Outlook

The cyber security skills gap

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment management

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