Investment accounts

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.

Global Wealth Structures: London meet Malta

Join us for a panel discussion on structuring private wealth and wealth management opportunities in Malta. The event is co-organised by Dolfin and Alter Domus, and held in partnership with Finance Malta.

26 September 2018, 16:30 / 50 Berkeley Street, London, W1J 8HA

For this exclusive event focused on private wealth and hosted by Yuri Bender (Financial Times), we are bringing together wealth managers, advisors, lawyers, and other private client professionals, to discuss how they can meet the needs of their high-net-worth clients in the ever-changing regulatory and business environment.

The panel discussion will focus on new private wealth trends and wealth structuring opportunities in Malta, drawing on the speakers’ experience of working with HNWs across UK and Europe. Topics to be discussed include best practices in private wealth management, challenges in structuring a Family Office in 2019 and beyond, the demographics of private wealth and global residency programmes, with a special focus on Malta and the flexibility of Maltese structuring opportunities, such as NAIF.

The event is co-organised by Dolfin and Alter Domus, in partnership with Finance Malta, and will be followed by a drinks reception.

Speakers

Yuri Bender (moderator), Financial journalist, FT, Editor-in-Chief, PWM
Georgios Ercan, Head of Sales, Dolfin
Ivan Grech, Head of Business Development, Finance Malta
Przemyslaw Koger, Director & Head of Relationship Management Malta, Alter Domus
Jamie Mathieson, Partner, New Quadrant Partners
Ashley King-Christopher, Partner, Charles Russell Speechlys

Join the conversation on social media with #DolfinMalta

Agenda

16:30Registration
17:00Introduction by Finance Malta
17:15Panel discussion
18:00Q&A session
18:15Drinks and canapés reception
19:30Close

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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