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.
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.
A key question facing players in a vibrant and rapidly growing fintech hub is whether to disrupt, collaborate, build or buy. Nikolay Pomortsev, Project Manager, reports from Dolfin’s Amsterdam office.
Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.
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.
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.
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.
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.
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.
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.
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Read our independent research, including monthly investment updates and quarterly market views.
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Dolfin is led by a team of investment and wealth managment professionals whose careers in finance stretch back more than 15 years.
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