For a firm that has delivered outstanding services to family offices. This award is for ancillary services such as wealth planning, family governance, trusts, and administration.
Family Office Services Provider of the Year
Schroders Family Office Service
Category sponsored by AP Executive
‘We’re very lucky to still be a family-owned and family-controlled business, with all the rigour of a FTSE 100 company, but the entrepreneurial spirit and innovation of a family office at its heart.’ That’s the assessment of Clare Anderson, UK head of Schroders Family Office Service, of the unique ownership structure which sets the Schroders Family Office Service team apart.
Delfin Private Office
Delfin Private Office was particularly commended by the judges for its innovative approach and determination not to grow too fast, maintaining quality relationships and individualised service.
‘Their growth is impressive, but they are not greedy,’ one judge remarked. Delfin offers advice and analysis to create multi-generational wealth structures.
Annamaria Koerling and her team pride themselves on a technology-led, collaborative approach that delivers value and benefits without neglecting the humanity needed when working with family offices.