Investment accounts
Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
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
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.
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.
We offer both advisory or discretionary investment management.
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 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.
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 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 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.
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.
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.
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.
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.
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.
Please complete this form for more information about our Investment management solutions
Read our independent market views and actionable investment ideas.
Learn moreDolfin is led by a team of investment and wealth managment professionals whose careers in finance stretch back more than 15 years.
Learn moreLeave us a message and we will get back to you promptly.
Contact us