Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Independent and agile wealth management.
We open investment accounts promptly and provide world-class custody, execution and investment management to private clients, financial advisers and institutional investors.
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.
On 28 August 2018, Dolfin’s CEO Denis Nagy has taken part in a panel discussion ‘Infrastructure and regulation of the digital economy’ at Strelka Institute in Moscow.
In the second instalment of Spotlight On: SoAmpli Clients series, our Head of Sales Georgios Ercan sat down with Charlotte Smith, SoAmpli to speak about our approach to social selling.
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.
Despite the Conservative party winning a majority in Thursday’s UK general election, Brexit is far from ‘done’. The majority certainly gives Prime Minister Johnson more options, but all this really means is that the likelihood of a no-deal Brexit has diminished. Some investors, it seems, are overlooking this.
The technology platform supporting all facets of Dolfin’s business is now in place and ready for the next phase of growth. Richard Webb, who headed the project, and Amir Nabi, our COO, reflect on the experience and what now lies ahead.
As funding from the National Health Service is squeezed, more and more people who are struggling to start a family are turning to the private sector – and it’s becoming a fertile ground for investors.
It’s Christmas party season and chances are most of us will wake up feeling less than our best. But help is at hand from a growing number of start-ups, pop-ups and spin-outs that promise a cure for that morning-after feeling. And investors are joining the party too.
Rapid growth and increasing foreign direct investment in Africa has given rise to a new class of wealthy individuals and corporations. Sebastian Halle-Smith, Senior Relationship Manager at Dolfin, explores how they are choosing to invest their wealth and whether there is a renewed scramble for Africa as a result.
The Malta Stock Exchange – which Dolfin has been a direct member of since last year – has been trading since 1992. As it nears its 30th anniversary, it is looking forward to an increasingly digital and international future says its Chairman, Joseph Portelli.
Douglas Rushkoff, media theorist, documentarian and Professor of Media Theory and Digital Economics at Queens College, CUNY, argues that by unthinkingly embracing disruptive technology, we could lose sight of what makes us human.
Alternative investments present an inviting opportunity for wealth managers, but they are not without challenges: for many wealth managers, offering a more diverse range of investments can prove too cumbersome and costly without significant technology upgrades.
A new generation of high-net-worth individuals are demanding new levels of luxury and one-of-a-kind experiences from their holidays – and the industry is stepping up to provide for them.