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 value of citizenship to super-rich succession planning.

Adviser Profile

Annamaria Koerling (TEP, MA (Cantab), FCSI, ASIP) co-founded Delfin Private Office seven years ago with a mission to provide strategic, actionable, institutional-quality advice to those stewarding substantial wealth. The multi-disciplinary team at Delfin specialises in advising families and the offices that serve them on their target operating models and works with them to ensure that this aligns with their investment approach and arrangements. 

She specialises in advising families on complex, cross-border matters and offers ongoing support as a board member or member of their investment committees. Her three decades of experience enables her to offer the ‘whole of the market perspective’.