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.

January 2020 investment update

Global equities made further gains in December, appreciating 2.9 per cent (as measured by MSCI World Index), taking their annual performance to 25.2 per cent, the best result for global...

Transformative technology

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.

Dolfin model portfolios outperform their benchmarks

We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.

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
In the press