Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
With US vs China and UK vs the EU we anticipate bouts of elevated volatility in H2 2019 – which will require nimble movement in and out of equity markets to avoid losses. Our August monthly investment update is now available to download and view online.
The entrenched, centralised nature of our electricity supply is being disrupted, largely by community energy projects. But what does this mean for the sector?
For the first time since we began publishing it in 2017, our latest DQ magazine is available for download. If you haven’t yet picked up your printed copy at our offices, please help yourself to the Summer 2019 issue as a PDF below.
Dolfin has appointed four new members to its Investment Committee. David Schneider and Kevin Sullivan have joined following the firm’s recent acquisition of Falcon Private Wealth Ltd.
Dolfin recognised for its innovation during the prestigious wealth management Magic Circle Awards.
We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.
Dolfin is co-sponsoring the 12th FinanceMalta Annual Conference taking place in Malta next month.
Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.
