Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.
Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.
Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.
We help our clients grow their wealth and their business by combining investment expertise with digital agility.
Earning the right to call ourselves a partner means taking the time to understand your current challenges and your ultimate goals, then designing solutions specifically for you.
We're a young, ambitious firm in a competitive market. We have big ideas about how to improve investing and, as challengers, we try harder, think differently and move faster than most.
Technology is at the heart of Dolfin. It makes us more nimble, powers your growth and puts investors firmly in control.
Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.
Dolfin has appointed four new members to its Investment Committee. David Schneider and Kevin Sullivan have joined following the firm’s recent acquisition of Falcon Private Wealth Ltd.
Dolfin recognised for its innovation during the prestigious wealth management Magic Circle Awards.
Browse Dolfin Diary articles, our weekly look at the people, technologies and ideas shaping the investment landscape.
Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks.
