News, Comment & Analysis results for Dolfin

Compliance
16 March 2021

FCA Bans Dolfin Financial (UK) From Regulated Activities

The statement, issued on 12 March, said the restrictions were imposed because of concerns about how...

Asset Management
6 November 2019

Dolfin Launches Private Investment Club

The boutique manager is unlocking services to make it easier for UHNW clients to invest in private...

People Moves
1 August 2019

Who's Moving Where In Wealth Management? - Dolfin, Openwork

The latest moves among senior wealth management figures in Europe, the Middle East and Africa. ...

M and A
19 February 2019

UK’s Dolfin Acquires Swiss Private Bank's Subsidiary

The deal nets a strong additional client base that will gain access to the London firm’s suite of...

People Moves
12 November 2018

Who's Moving Where In Wealth Management? Dolfin

The latest moves in wealth management across the Europe, Middle East and Africa. ...

People Moves
18 October 2018

Who's Moving Where In Wealth Management? - Societe Generale, Dolfin, Others

The latest moves in wealth management across Europe, Middle East and Africa. ...

Technology
24 April 2017

UK Investment House Selects Solutions Provider For AM Platform

The investment firm will use the financial solutions company's platforms to manage its asset...

People Moves
15 December 2016

Dolfin Hires UBS Intermediary Specialist

The UK financial services firm has created a new role targeting the intermediary market. ...

Comment & Analysis results for Dolfin