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Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

September 2020 investment update

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 gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

Women’s wealth: capital release

What is capital release, how to obtain a steady stream of income and make your most valued assets work for you?

19 November 2019, 10:30 - 12:30 / 50 Berkeley Street, W1J 8HA

Our next Women’s Wealth event is focused on capital release and luxury asset lending. Join us for a roundtable discussion focused on unleashing your capital to help fuel your ideas, finance your business and support the lifestyle you desire.

What is capital release?

Is a large proportion of your wealth contained in luxury assets, be it property, jewellery and watches, diamonds, yachts, or fine art, with limited access to regular cash inflows? Did you know you can borrow money, secured against the value of these assets?

The ability to raise luxury asset capital may provide a viable solution to access a short-term loan quickly and securely, with some advantages over more traditional mortgage and loan alternatives. In this conversation with legal and tax experts, we’ll explore non-bank financing options for access to capital secured against property and luxury assets, the advantages and the associated risks of their use.

Speakers

  • Caroline Garnham, CEO and founder, Garnham Family Office Services
  • Tracey Reddings, CEO and founder, Reddings Wealth Management

Caroline Garnham is one of the leading professionals in the private client industry. In 2015, she set up Garnham Family Office Services as an independent advisory firm that specialises in set up and management of offshore assets and ownership structures. Prior to that, Caroline was head of the Private Client department at the London City law firm Simmons & Simmons for fifteen years.

Caroline wrote for The Financial Times on tax and trusts for 12 years. She proposed and drafted legislation for the Bahamas which became law in 2001, the Executive Entity Act, which was a specific solution for one of her clients.
Caroline shares her wealth of experience in her books ‘When you are Super Rich who can you Trust?’ and ‘How to win business from Private Clients’. She is regularly invited to voice her opinion on trusts, privacy, control, non-dom planning and family governance on BBC radio and television.

Tracey Reddings has a 35-year career as a senior wealth management professional, advising private clients and charities in the UK and Internationally; having been MD of JP Morgan’s UK Private Wealth Management, Julius Baer International UK & Ireland, SG Hambros Bank and CEO of CAF Bank Ltd.

She has deep experience of advising clients across a complexity of needs and backgrounds. She was a Finalist for Wealth Manager of the Year 2019 for the Women in the City Awards and has been awarded the Queens Award for Enterprise.

Who should attend
Female clients and partners of Dolfin. Please note this event is by invitation only.

About Women’s Wealth series

Why aren’t more women investing to better secure their financial future and realise their potential? What steps can we take today to actively help women close the ‘investing gap’ and achieve financial autonomy? From considering why women have not always been wealth creators in the past, to the actions being taken today to counter those negative trends, the goal of the series is to help empower women to make independent financial and investment decisions.

Previous events in the series:

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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