Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

July 2020 investment update

All nine of our discretionary portfolios ended positive for the month of June, while eight out of nine are positive year to date. Our July monthly investment update is now available to download.

Licensed to spill

Not all spies look like James Bond. Corporate espionage is a growing concern for many organisations, denting profits and undermining trust. We look at how firms can combat it.

Dolfin’s response to Covid-19

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.

Head of China Desk

Jay Williams

Biography

Jay joined Dolfin in 2018. He is in charge of Dolfin’s China Desk, our dedicated team serving private clients from China in their native language. He has over six years’ experience within the financial industry.

Before joining Dolfin, Jay has worked for Bank of China (UK) in London, Standard Chartered Bank (China) in Shanghai and also in the FX & CFD brokerage industry. Jay has comprehensive knowledge in terms of regulations, culture and customer behaviour of both UK and China.

Jay graduated from University of Bristol and holds a BA (Hons) in Economics and Accounting. He is a Level 4 qualified candidate of CISI and fluent in English, Mandarin and Shanghainese.

Contact Details

London

+44 (0)20 3883 1892

[email protected]

LinkedIn

News
Research
Diary

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Jay Williams
/ 10 December 2019