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.

June 2019 investment update

Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.

Networking and innovation: Highlights from FinanceMalta 2019

Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

Dolfin launches international payment card and app

Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.

11 June 2019 /
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Dolfin

Dolfin Mastercard, which is a prepaid card linked to a client’s Dolfin Payment Account and managed via an app or online platform, provides three key benefits:

  • the freedom to spend anywhere in the world while largely avoiding foreign transaction charges;
  • the control to lock-in advantageous FX rates or create spending limits at any time; and
  • the convenience of managing it all via an easy-to-use app on their phone.

The card lets clients efficiently manage payments from any location, by converting currencies in real time. Clients avoid foreign transaction charges on transactions in 14 currencies, including euros, US dollars and Hong Kong dollars. The card also allows users to transact in any other currency as long as they have the base currency, British pounds, on their card.

Sanjay Maraj, Chief Financial Officer at Dolfin, notes that the new card is designed with international clients in mind. “Dolfin Mastercard allows holders to lock in exchange rates in real time,” he says. “When doing so, they see the exchange rate and the amounts they will be buying or selling before they accept the transaction. The currency then appears instantly on the card and is ready to use.” Spending limits with a choice of four payment tiers are also available.

The card is linked to a dedicated app and online platform that provides clients with full control over their payments. From anywhere, at any time, they can top up and convert currencies, view transactions in real time, transfer funds to anyone else with a Dolfin Mastercard, or even block their card in the event of it being lost.

Amir Nabi, Chief Operating Officer at Dolfin, said: “The Dolfin Mastercard is another example of us being a true ‘one stop shop’ for our clients. And, although the operational enhancements needed to make it happen were significant, the experience for our clients is simple and seamless.”

Backed by the Mastercard global payment network and powered by the FCA-authorised international payment servies provider Volopa, the Dolfin Mastercard is available now to all UK-resident Dolfin clients.

For further information visit the dedicated microsite.

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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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