Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

Head of China Desk

Giles Cheney

Biography

Giles is responsible for building long lasting relationships with our South Asian and African clients. He leads our investment visa offering and has particular expertise in emerging markets.

Before joining Dolfin in March 2015, Giles built up more than seven years of experience in relationship management roles in private banking. First at Adam & Company, then the South Asia desk at Societe Generale Private Banking, and lastly covering Middle East & Africa at Falcon Private Wealth.

Born and raised in Hong Kong before finishing his education in England, Giles has also lived in Beijing and Singapore. His multicultural background brings a particularly international flavour to his approach.

Contact Details

London

+44 20 3714 2272

[email protected]

LinkedIn

Education
Investment Advice Diploma, Chartered Institute of Securities & Investment
Sector expertise
Private banking Wealth management
Accomplishments
Growing the number of Chinese clients tenfold since joining Dolfin
Languages
English
News

Connecting with Chinese wealth

Dolfin is co-sponsoring the China Offshore Summit in Shanghai, consolidating our position as a leading provider of investment and immigration advice to high-net-worth Chinese individuals.

Giles Cheney
/ 26 October 2017
Research
Diary

Postcard from China

China is making – and losing – wealth at an incredible speed. It’s part and parcel of the process of building (or in China’s case, rebuilding) a superpower and superpowered economy fit for purpose, says Giles Cheney, Head of China Desk at Dolfin

Giles Cheney
/ 25 September 2017
In the press