Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...
The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...
The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.
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’re a diversified financial services firm with a team of more than 130 people, an international presence and our own bespoke technology platform. Although we now look after more than $4.3bn 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’ first port of contact because we think differently, try harder and act faster than most.
