Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Having entered the second half of an eventful 2020, you could be forgiven for assuming that all of the virus drama is behind us. The real drama in H2 however, is likely to be political in nature.
Can technology disrupt the diamond industry, or will carbon crystals formed over millennia still capture consumers’ hearts?
We will safeguard the wellbeing of our team, continue to act as responsible members of the global community, and deliver uninterrupted, high-quality service to our clients and partners.
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 has been shortlisted for Software Innovators of the Year and our Head of Investment Management, Simon Black, has been shortlisted for the Wealth Professional Award in this year’s Citywealth Magic Circle Awards. Voting closes on 15 April 2020.
Last quarter, Dolfin hosted an event to showcase one of the family offices on its platform, Altaira Wealth Management.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
