Spear’s Review

Annamaria Koerling plied her trade at Cazenove and was 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 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 unrestricted giving to the human angle of succession.

Read next: Why more family offices are closing or downsizing despite rising wealth

Adviser Profile

Annamaria co-founded Delfin Private Office with a vision to create an independent family office advisory practice providing actionable advice and support services. She has more than three decades of experience across investment and wealth management, having held senior roles at C. Hoare & Co. alongside positions at Cazenove and Schroders.

As an FCA-regulated adviser and JFSC commissioner, Annamaria has an understanding of regulatory demands shaping the industry. She sits on boards and committees for Delfin clients, and is a member of the Queens’ College Cambridge investment committee.

Annamaria is a chartered wealth manager, fellow of the Securities Institute, LSM-trained mediator and holds ASIP and TEP accreditations.