Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.
The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports
During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.
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.
We have appointed Richard Webb as Head of Technology. In the newly created role, Richard will oversee our technology and infrastructure strategy and lead the development of our digital wealth management offering.
Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.
Dolfin’s commitment to international clients, particularly from emerging markets, has earned it the title of ‘Best International Clients Team’ in the well-regarded Wealth Adviser Awards 2019.
Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.
