Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Welcome to our revised Monthly Investment Update in which we pull back the curtain on some of the decisions that we made last month, the rationale behind them, and how they translated into our Dolfin custodied global multi-asset portfolios.
Ramon Bondin, CEO of Dolfin Asset Services (Malta), shares his thoughts on this year’s FinanceMalta conference.
Dolfin has launched Dolfin Mastercard, a multi- currency payment card available exclusively to the firm’s private clients.
Watch our Chief Investment Officer, Vassilis Papaioannou in conversation with our Chief Marketing Officer, Andrew Carrier discussing the latest monthly investment update, as well as the events in February that caused market volatility and what can we expect next.
Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.
Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.
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