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
Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.
Four weeks after Dolfin’s systems were ‘switched on’ to coincide with the initial roll-out of the Markets in Financial Instruments Directive II (MiFID II), we invited a group of asset managers and intermediaries to a briefing on the impact of the legislation.
Dolfin is co-sponsoring the China Offshore Summit in Shanghai, consolidating our position as a leading provider of investment and immigration advice to high-net-worth Chinese individuals.