We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
Despite all the impassioned headlines this morning, we have learned almost nothing as aresult of last night’s defeat.
Millennials’ quest to achieve the perfect complexion is driving a boom in the skincare and beauty industry and abundant opportunity for investment. We investigate the rise and rise of skincare start-ups and ask where to find the next big winners.
Dolfin announced today that we have extended the hours of operation of our London-based independent trading desk to include US trading hours, allowing clients to execute trades in US-listed securities for the full duration of the session.
We provide custody, record keeping, monitoring, and reporting for UCITS funds, and EU and non-EU AIFs, ensuring your fund is fully compliant with the regulations.
We offer direct access to our trading desk, fund set-up and management services, as well as outsourced administration and legal services.
Our Maltese set-up fulfills the depositary requirement for marketing of non-EU AIFs.
Dolfin provides depositary services in Malta to the funds established in Malta and non-EU funds looking to market in the EU.
Custody of financial assets
Ownership verification and record keeping for non-financial assets
Due diligence and monitoring of all delegates
Valuation of shares/units
Income distribution
Monitoring of discrepancies and subsequent reconciliations
Immediate identification of significant cash flows
Overview of all dealings in units/shares of the AIF and UCITS funds
Ensuring all investments are in line with regulations and fund documentation
Timely settlement of transactions
Drawing on the expertise of our global team, Dolfin offers depositary and depositary lite solutions meeting all regulatory requirements.
We provide an in-house custody service and partner with a global network of well-regarded sub-custodians. At no point no does Dolfin become the owner of your assets; we act only as a nominee.
Leveraging our technology and expertise in a variety of asset classes, we provide tailored solutions and meet your needs in a timely and efficient manner.
Please complete this form for more information about our Custody and depositary solutions
Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks.
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Dolfin is led by a team of investment and wealth managment professionals whose careers in finance stretch back more than 15 years.
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Get in touch with us today and we will get back to you as soon as we can.
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