Dolfin has provided Geneva-based family office Altaira Wealth Management 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.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Altaira uses Dolfin to deliver consolidated reporting for its clients. This can also be utilised across multiple custody accounts.
By using Dolfin’s independent trading desk, Altaira is able to offer well-priced, and highly efficient execution on its investment ideas.
Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.
Founded in London in 2013, Dolfin offers financial solutions, international presence and company-made technology.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataDolfin wealth management head Nick McCall 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”.
Altaira Wealth Management CEO Anthony Acampora said: “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.”
