Annamaria Koerling
Managing Partner, Delfin Private Office
Annamaria’s career in wealth management spans over 27 years including senior roles at Schroders, Cazenove Capital Management, Merrill Lynch and C Hoare & Co. After overseeing the successful sale of the C Hoare & Co wealth management business to Cazenove Capital in 2017, she moved to a portfolio career, taking on a number of non-executive and advisory roles. Her main executive role is as Managing Partner of Delfin Private Office, a strategic wealth advisory and family office services business. Annamaria is also a Commissioner of The Jersey Financial Services Commission and an independent Chair of Praesidium SgR, a European multi-family office specialising in Private Equity. Amongst other roles, she chairs Golden Springs Group, a Singapore-based business which invests in Aquaculture, advises the oversight board of Hymans Robertson and is a Fellow Commoner of Queens’ College Cambridge, serving on the College’s investment committee. Annamaria has an MA in modern languages from the University of Cambridge, speaks Italian, German and French and is a Chartered Wealth Manager. In her spare time, Annamaria is an active angel investor, with a particular interest in female-led businesses in Fintech. She also writes a regular column for Spears magazine on financial topics for investors and is a trustee of the choral Charity, ORA, which has a mission to build cultural and social bridges through choral music.