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 rings in its membership at the Malta Stock Exchange

We are proud to announce today, that our Maltese unit, Dolfin Asset Services Ltd, has become a member of the Malta Stock Exchange (MSE). Dolfin CEO Denis Nagy took part in the MSE’s traditional ringing of the bell ceremony this morning to mark the occasion.

2 October 2018 / News

Dolfin’s membership means that the traders in Malta and our clients have direct access to Malta’s securities market, both in bonds and equities. The move builds on the Dolfin Group’s ambition to offer a true one-stop-shop to our clients – for investment accounts, execution, or asset management – regardless of whether they custody their assets in London or Malta. We already provide our international clients with UK investor visa solutions and plan to offer them a similar service for Malta.

Membership of the MSE also gives us access to the Maltese central security depository and increases our efficiency by enabling trading directly through the MSE without going through an intermediary.

Ramon Bondin, CEO of Dolfin Asset Services in Malta, said: “Our membership of the MSE demonstrates our ongoing commitment to financial services in Malta. Since opening our office in Valletta this April, we have continued to grow and invest in the financial centre. Our membership enables us to provide our clients with a faster, more efficient service while further embedding our roots in Malta.”

We secured our Malta custody and depository licence earlier this year making our firm the first provider on the island to offer access to depositary facilities with London-based custody. Acquiring membership with the MSE further solidifies our position in Malta’s growing financial services industry.

Joseph Portelli, Chairman at the Malta Stock Exchange, said: “The Malta Stock Exchange is pleased to be welcoming Dolfin as our newest member. Dolfin is the second broker affiliated with the exchange which has a strong international presence. Attracting foreign-based brokers is testament that the Malta Stock Exchange will have a growing international footprint”.

Pictured from left: Amir Nabi – COO, Ramon Bondin – CEO Dolfin Asset Services Limited, Denis Nagy – CEO, Anthony Charles – Head of Trading Dolfin Asset Services Limited , Ricardas Sildiajev – Senior Trading Dolfin Asset Services Limited

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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