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Dolfin to provide custody and execution for Geneva family office

News Team, 30/01/2020

Challenger wealth firm Dolfin has signed Geneva-based family office Altaira Wealth Management up for its custody, execution and investment advisory services.

Dolfin will support Altaira with consolidated reporting for each client. This can be used across multiple custody accounts.

Dolfin said that by using its independent trading desk, Altaira would be able to offer well-priced, and highly efficient execution on its investment ideas.


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