Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
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...
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.
We have announced our model portfolio performance for the year ending 31 December 2019, with strong performance across the board.
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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