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Clients of failed wealth manager to shift to new provider

News Team, 13/07/2021

Adam Stephens of Smith & Williamson, one of Dolfin's special administrators

Around half the clients of collapsed wealth manager Dolfin will be transferred to a new firm along with many of its remaining staff, it was announced today.

Smith & Williamson, which is handling the special administration process for Dolfin, said 280 custodied clients would transfer to Britannia Global Markets – a broker and dealer of securities, comm...


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