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 2016.

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. 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 to deliver strategic, actionable advice to families managing substantial wealth. With over 30 years in wealth management, she offers expertise in family governance, investment and operational matters, and serves on a number of select boards and investment committees.

As a former FCA-regulated consultant and commissioner of the Jersey Financial Services Regulator, Annamaria combines a broad perspective with deep industry insight. Believing that family wealth, like a garden, requires ongoing care, she helps clients address issues early, ensuring they control their wealth rather than feel controlled by it.