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.
During the early days of the crisis we updated our business continuity plan, conducted a firm-wide programme of testing all our staff’s remote working capability, and communicated daily updates to our colleagues to ensure they each took all sensible precautionary measures.
Those preparations stand us in good stead and our team is ready and able to continue to support you as normal. Here is a summary of our current response, which is guided by the latest information from the governments of those countries in which we have offices: the UK, Malta and the Netherlands:
These are truly unprecedented times and we are well aware that they can be disconcerting. As ever though, we’re here to help.
This post will be updated as needed, should elements of our response change.
Dolfin sponsored the recent Noah’s Ark race night. COO Amir Nabi was there on the night to help raise funds for the children’s hospice.
Dolfin has been shortlisted in a total of six categories for WealthBriefing’s Eighth Annual European Awards. The shortlisted categories include recognition at both a company and individual level.
Our latest DQ magazine is now available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Winter 2020 issue as a PDF.
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.
Learn moreFounded 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.
Learn moreWe pride ourselves on our ability to help. Please get in touch.
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