Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Last night at a ceremony at the Landmark Hotel in London, Dolfin was honoured by Citywealth for ‘Innovation of the Year’ during its prestigious Magic Circle Awards.
The Magic Circle Awards are held annually to find the best advisors and managers in the global industry. Entries are either by nomination from the global industry or companies can also send in detailed submissions. All entries for each category are then shortlisted as finalists by a judging panel featuring ten global industry experts.
Citywealth was founded in 2005 with the purpose of bringing together ultra-high net worth clients and their advisers and managers working in the private wealth sector. Citywealth achieves this with a mixture of publications, events, training and networking groups which bring together different segments of the market to develop contacts, build business and raise standards in the sector.
Visit the Citywealth site for details of the awards.