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.

October 2019 investment update

One of the most common questions asked in client meetings is ‘What makes Dolfin different’? Clients often feel that they want their investment manager to stand out from the crowd and to be delivering something ‘better’ than their peers.  Read more in our October monthly investment update, now available to download and view online.

Cybercrime: Threat and opportunity

With cyber criminals constantly on the lookout for new ways to attack companies’ resources and compromise their data, there are numerous start-ups entering the cyber security space. At the same time, an estimated skills shortage of some 3 million people has left organisations struggling to recruit and retain skilled professionals. We look at what is being done in companies to ensure that the industry keeps pace with cyber criminals, and investment opportunities in the space.

Dolfin shortlisted twice in the International Investment Awards 2019

Simon Black, our Head of Investment Management, has been shortlisted in the ‘Emerging Talent of the Year’ category and Dolfin as a firm for ‘Excellence in Client Service’, in the annual International Investment Awards. Voting is now open.

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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