Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Our diverse network of sub-custodians allows you to invest in - and custody - a wide range of asset classes and products, including: fixed income, ETFs, developed and emerging market equities, FX, mutual funds, hedge funds, options, equities, futures, private placement holdings and CFDs.
Making the most of every opportunity often means investing on a global stage. Our custody accounts enable you to hold assets and transact in all major developed and emerging market currencies.
We offer custody in more than 120 markets, including all major developed and emerging market jurisdictions. Our custody clients enjoy efficient multi-asset and multi-currency execution performed by our independent trading desk.
Unlike many dedicated investment firms, we are licensed by the FCA to offer UK-based custody ourselves and MFSA to offer custody out of Malta. To do so we work work with a network of carefully selected sub-custodians that safeguard your assets in multi-asset and multi-currency investment accounts operating in more than 120 jurisdictions.
Whether its for you or one of your clients, Dolfin's dedicated account management and compliance teams ensure that our on-boarding process, while diligent, is one of the most timely and efficient in the industry.
We partner with a global network of well-regarded sub-custodians. To safeguard your securities and cash, they are held on your behalf, ring-fenced from our own accounts. At no point does Dolfin become the owner of your assets; we act only as a nominee.
Our online, customised reporting gives you account information at any time and you can set-up automated reports in a format that's right for you. If you're financial intermediary, you can white label our reports for your own clients. Our reporting complies with MiFID II guidelines.
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