Partner
Founder
Family Office Services
Business & Entrepreneurship
Wealth & Investing
London
Malta
ESG
Family governance
Family offices
Wealth management
Entrepreneurs
Family offices
Foundations
Non-domiciles
Private office
Trusts
UHNW
UHNW families
Financial Services
Investments and Asset Management
Hong Kong
Jersey
Monaco
Switzerland
United Kingdom
Singapore
Wealth adviser
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 Recommended
Top Recommended 2024, Family Office Services