Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.
Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.
Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.
Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.
Amir Nabi has been recognised in this year’s prestigious list of industry high-achievers published by PAM Insight.
Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.
Dolfin and the Swiss-based Falcon Private Bank announced today Dolfin’s acquisition of the business of Falcon’s UK subsidiary, Falcon Private Wealth Ltd.
Earlier this month, the Dolfin team joined Hedera Capital Management and 700 of its clients in Qingdao – to celebrate the Chinese New Year and look to the 12 months ahead.
