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Specialism: Family Office Advisors Consulting and Strategy
Company: Delfin Private Office
Location: London, England
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Average client size: Over £25 million
Annamaria Koerling currently has not indicated if they have a fixed fee offering
Number of offices globally: 1-5
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The Trustee of a multi-billion dollar, multi-jurisdictional family approached Delfin requiring both strategic consulting and wealth advisory services. We worked with the trustees to formulate a bespoke service proposition, summarised below:
The team at Delfin conducted a health check across all ‘liquid’ trust assets.
- Flagged areas of concern to trustees in relation to the structure, level of risk and fees of existing investment arrangements
- Completed multiple manager search projects across three continents for >£800m USD of assets, implementing appropriate investment strategies and negotiating competitive terms
- Optimised existing discretionary portfolios, improving risk/return profiles and achieving ongoing annual savings in excess of $400k
- Designed bespoke quarterly analysis for the trustee and beneficiaries including quarterly manager meetings and sophisticated performance reporting on a singular and aggregate basis
- Helped in sourcing senior professionals for the family’s ‘Hold Co’ to increase governance and ensure trustee representation at operational company level
- Provided mentoring to the ‘next gen’ family members including investment education and assisted with personal investment arrangements
- Took a seat on the board of an operating business and assisted with implementation of new governance frameworks