Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.
The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.
Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.
In light of concerns about the coronavirus (Covid-19) here are the precautionary measures we are taking to safeguard the health of our team, act as responsible members of the community at large, and ensure uninterrupted, high-quality service to our clients and partners.
August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.
The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.
Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Learn moreOur network of more than 230 counterparties provides you with the flexibility and liquidity to trade quickly in an unusually wide range of assets.
Learn moreAs agreed with the FCA, as of 19 December 2019, our Tier 1 UK Investor Visa service will be offered to new clients only on the basis of a discretionary investment management service.
We will cease to be involved in structuring, promoting, issuing or distributing bonds and loan notes issued by companies in which Dolfin or its directors have an interest (“restricted bonds”) and restricted bonds will no longer be included in the Tier 1 UK Investor Visa service for new clients.
New monies and custody assets may be placed into existing non-discretionary portfolios of Tier 1 UK Investor clients in relation to holdings of restricted bonds, but only in respect of the proceeds of dividends and coupons, rights issues and other corporate actions and for the payment of custody and platform fees.
Learn moreFounded as a London-based wealth boutique in 2013, today we offer diversified financial services, with an international presence and our own bespoke technology.
Although we now look after more than $4.1bn of client assets and handle around $650m of brokerage flow every month, the commitment that drove us in those early days endures: we are our clients’ platform of choice because we think differently and act faster than most.
