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.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

A ship-shape investment

Shipping doesn’t receive the same hype and attention as electric cars and space travel, but this essential industry is upping its game, with investments in carbon neutral ships and even autonomous freight carriers.

Dolfin completes acquisition of FPW, taking client assets to more than $3bn

We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.

Dolfin extends Maltese operation with investment services licence upgrade

We have been awarded a Category III licence, expanding our execution and post-trade services to include principal trading on the Malta Stock Exchange (MSE).

 

8 January 2019 / News

With the new licence, we can now extend our brokerage offering to other market participants in Malta such as professional clients and eligible counterparties.

Dolfin opened its new Malta office in April last year, making it the first London-headquartered provider on the island to offer access to custody and depositary services. We consolidated our position in Malta’s financial sector when we became a member of the MSE in October 2018. The latest development enhances our offering and embeds us in Malta’s growing financial services industry.

Anthony Charles, Head of Trading at Dolfin Asset Services in Malta, said: “Our licence upgrade broadens the scope of our trading capabilities and enables us to be a true one stop shop for our clients. It allows us to operate to our full capacity, integrate into the trading community and build relationships with other members on the MSE.”

Ramon Bondin, CEO of Dolfin Asset Services in Malta, said: “Since opening our office in Valletta, we have gone from strength to strength, growing with the Maltese financial services industry. Our Category III licence is testament to our commitment to the region and is the next step in our journey, delivering our Maltese clients the same level of service as our our UK-based clients.”

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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