Position

Partner

Founder

Index

Family Office Services

Business & Entrepreneurship

Location

London

Malta

Advice type

ESG

Family governance

Family offices

Wealth management

Client Types

Entrepreneurs

Family offices

Foundations

Non-domiciles

Private office

Trusts

UHNW

UHNW families

Sector Focus

Investments and Asset Management

Geographical Focus

Hong Kong

Jersey

Monaco

Switzerland

United Kingdom

Singapore

Customer Type

Wealth adviser

Annamaria Koerling

Spear’s Review

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.

Rank: Top Flight

Top Flight 2023, Family Office Services

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