We are proud to announce today, that our Maltese unit, Dolfin Asset Services Ltd, has become a member of the Malta Stock Exchange (MSE). Dolfin CEO Denis Nagy took part in the MSE’s traditional ringing of the bell ceremony this morning to mark the occasion.
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.
Dolfin hosted wealth managers, advisors, lawyers and other private client professionals at an event to discuss the potential of Malta as a destination for global HNWIs.
Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with a team of more than 100 people, an international presence and our own bespoke technology platform. Although we now look after more than £1b of client assets and handle around £600m of brokerage flow every month, the commitment that drove us in those early days endures: we are our clients’ first port of contact because we think differently, try harder and act faster than most.