Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
The briefing was the first in a series we plan with Altaira to showcase the close relationship between the two firms. Altaira Wealth Management is a family office based in Geneva. It has been using the Doflin platform since 2019 for custody and execution, as well as investment advisory services.
“One of the things that really attracted us to Dolfin was its technology platform,” says Tony Acampora, CEO, Altaira Wealth Management. Nick McCall, Dolfin’s Head of Wealth Management, adds: “by digitising some of the onboarding process, then combining custody and execution with wealth management, we really control the process from start to finish. Overall, it means family offices who work with us like Altaira – and we treat them very much as if they were part of Dolfin – can provide a much better experience to their own clients.”
One of the things that really attracted us to Dolfin was its technology platform
Custody is an example of this. As Tony says, Altaira values Dolfin’s ability to deliver consolidated reporting for each client, even when across multiple custody accounts. Similarly, by using Dolfin’s independent trading desk, Altaira is able to offer its clients well-priced as well as highly efficient execution on its investment ideas. Indeed, Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
For further details, watch Dolfin and Altaira in conversation about their partnership:
By using Dolfin’s independent trading desk, Altaira is able to offer its clients well-priced as well as highly efficient execution on its investment ideas
During the breakfast briefing, Altaira’s Director of Tactical Investments, Ralph Acampora, gave attendees a fascinating insight into the turbulence we have seen recently in stock markets in what he called a “confluence of confusion”. Ralph, who is one of the most respected technical analysts on Wall Street and sometimes referred to as the Godfather of Technical Analysis, said that he “couldn’t remember a time of more turbulence”, then shared with attendees where he saw opportunity ahead.
Watch some of the highlights of Ralph’s talk below: