Family Office Services
Business & Entrepreneurship
Investments and Asset Management
Annamaria Koerling plied her trade at Cazenove and became head of wealth management at C. Hoare & Co. before co-founding Owl Private Office in 2017.
The firm subsequently underwent a ‘demerger’ to allow its key figures to specialise in the type of work and client base that suits them best. This gave rise to Delfin Private Office, ‘an overarching advisory business offering family office services to global families’, where Koerling is managing partner.
Anyone seeking to understand Koerling’s approach to investing could do worse than pick up a copy of Spear’s magazine, where she writes a regular column that explores the issues affecting the markets and those who participate in them. Recent topics have ranged from the importance of due diligence to the nature of risk and the rise of retail day-traders.
Annamaria has three decades’ experience in guiding international families. As manager partner of Delfin Private Office her mission is to help her clients address the complex challenges of being asset owners and stewards. Delfin is a multidisciplinary consulting business with a laser focus on empowering families to optimise and future-proof their wealth and their operating models. Delfin continues to expand, finding that ‘clients want access to trusted partners who offer independent advice and high-quality, practical solutions which meet their family’s needs. We serve our families as trusted advisers, problem solvers, independent consultants and project managers in equal measure.’