Member Profile
Annamaria Koerling
Managing Partner | Delfin Private Office International Limited
Office Location: England and Wales
Jurisdiction
England and Wales, Malta
Top Specialisms
Family Governance and Business
Family Office
Connect
Professional Biography
Annamaria Koerling co-founded Delfin Private Office with a mission to provide strategic, actionable, institutional quality advice to those stewarding substantial wealth. She specialises in advising families on governance, operational and investment matters, offering ongoing support as a trusted, independent adviser. She also acts as board or investment committee member for a small number of families. Her three decades of international experience in wealth management and latterly as an FCA regulated consultant and as a Commissioner of the Jersey Financial Services Regulator enables her to offer a broad perspective combined with depth of expertise. Her philosophy is that for families and their businesses and wealth to flourish, like gardens, they need continual maintenance and when problems arise, they need to be address before they become overwhelming. She helps them to untangle issues and ensure that they feel in control not controlled by their wealth. Annamaria is a Chartered Wealth Manager and a Trust and Estate Practioner (TEP)
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: I enjoy the multi faceted nature of the work, combining the technical aspects of investment and wealth structuring with the personal priorities of our clients
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Addressing the complex needs of globally mobile clients
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: Gracys in Valletta and 67 Pall Mall in London