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.

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UK investor visas

Setting up a home and building business in the United Kingdom has long been attractive to foreign investors. Our investor visa discretionary solution helps you obtain citizenship through investment.

Supporting
international investors

in relocating to the UK.

We provide reliable investment management services to investors looking to obtain UK Investor visa (Tier 1). Our specialist team has extensive knowledge of dealing with international clients and support, ensuring you get a dedicated resource who understands your needs and objectives.

Benefits
Always in line with
Home Office requirements.

The UK Border agency reviews and changes visa requirements yearly. Our services meet the strict criteria and we monitor for any changes to endure your portfolio remains aligned to the requirements of the Investor Visa scheme.

UK Investment
expertise.

As a firm, our roots are in UK private wealth management. We are headquartered in Mayfair, central London, and leverage our in-depth understanding of the country's investment landscape and our large network of specialist advisers and consultants on your behalf.

Dedicated team.

As a client, you get access to a dedicated Dolfin UK investor visa team who will work closely with you to understand your specific needs. The team can introduce you to one of the immigration specialists we have close relationships with or we're happy to work with your own; the choice is yours.

How it works
Your account is opened swiftly.
We provide you with an official letter confirming account details to the UK Border agency.
You place between £2 million and £10 million into your investment account.
We strategically invest your money into the UK situs assets.
We provide you with an official letter confirming account details to the UK Border agency.
Why Dolfin
Efficient on-boarding.

Whether it's for you or one of your clients, Dolfin's dedicated account management and compliance teams ensure that our on-boarding process, while diligent, is one of the most timely and efficient in the industry.

Advanced reporting.

We partner with global network of well-regarded sub-custodians. To safeguard your securities and cash, they are held on your behalf, ring-fenced from our own accounts. At no point does Dolfin become the owner of your assets; we act only as a nominee.

Safe and secure.

Our online, customised reporting gives you account information at any time and you can set-up automated reports in a format that's right for you. If you're financial intermediary, you can white label our reports for your own clients. Our reporting complies with MiFID 11 guidelines.

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Please complete this form for more information about our UK investor visas solutions

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Research

Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks.

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