Dolfin inks partnership with Altaira Wealth Management for family office offering

Pedro Gonçalves
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Dolfin inks partnership with Altaira Wealth Management for family office offering

Dolfin has partnered with Altaira Wealth Management to provide the Geneva-based family office with custody, execution and investment advisory.

The platform enables wealth managers, external asset managers, multi-family offices, small private banks and emerging fund managers to grow their business.

Altaira uses Dolfin to deliver consolidated reporting for its clients. This can also be utilised across multiple custody accounts. Altaira's investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.

Overall, it means family offices who work with us like Altaira can provide a much better experience to their own clients"

Nick McCall, Dolfin's head of Wealth Management, said: "By digitising some of the onboarding process, then combining custody and execution with wealth management, we really control the process from start to finish. Overall, it means family offices who work with us like Altaira - and we treat them very much as if they were part of Dolfin - can provide a much better experience to their own clients."

Founded in London in 2013, Dolfin offers financial solutions, international presence and company-made technology.

Anthony Acampora, CEO, Altaira Wealth Management, added: "We are extremely excited about the Dolfin collaboration as their full-service approach makes them a true partner. Another aspect that attracted us to Dolfin was its technology platform and how easily it integrated with our business."

 

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