Independent financial services firm Dolfin has partnered with Alexander House Financial Services - an appointed representative of Old Mutual Wealth's Intrinsic - buying a 'significant' equity stake in the firm.
Dolfin will provide Alexander House with investment capital to support its business development efforts - principally its marketing, client acquisition, ongoing innovation and technological enhancements. The firm, which provides custody, execution and asset management to advisers and their clients, said the partnership reflected Dolfin's broader strategic focus of enabling advisers to enhance their client propositions through the use of its infrastructure and services. It added Alexander House would be able to make use of Dolfin's asset management capability and experience in both the...
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