Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
The latest information about Dolfin
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.
We are delighted to announce that we have completed our acquisition of the business of London-based Falcon Private Wealth Ltd.