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 monthly investment update.
A new generation is entering the workforce. Born into a world of upheaval and profound change, they pose unique challenges for managers and recruiters.
Simon Black has been shortlisted for both ‘Investment/Portfolio Director of the Year’ and ‘Financial Advisory/UHNW Services Individual of the Year’ in Citywealth Magazine’s annual celebration of excellence in the private wealth sector.
The UK Border agency reviews and changes visa requirements yearly. Our services meet the strict criteria and we monitor for any changes to ensure your portfolio remains aligned to the requirements of the Investor Visa scheme.
As a firm, our roots are in UK private wealth management. We are headquartered in Mayfair, central London, and leverage our in-depth understanding of the country's investment landscape and our large network of specialist advisers and consultants on your behalf.
As a client, you get access to a dedicated Dolfin UK investor visa team who will work closely with you to understand your specific needs. The team can introduce you to one of the immigration specialists we have close relationships with or we're happy to work with your own; the choice is yours.
Whether it's 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.
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.
We partner with 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.
Please complete this form for more information about our UK investor visas solutions
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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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