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Search Financial Advisory & UHNW Services

Annamaria Koerling

Partner

Specialism: Financial Advisory & UHNW Services Family Wealth Advisory

Company: Delfin Private Office

Location: London, England

Citywealth rating

4.673075
Average: 4.7 (13 votes)
Fee Level:
4.615385
Average: 4.6 (13 votes)
Quality of Advice
4.69231
Average: 4.7 (13 votes)
Communications Skills
4.69231
Average: 4.7 (13 votes)
Interpersonal Skills
4.69231
Average: 4.7 (13 votes)
Leave a star rating & review
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Peer review:

Annamaria is an outstandingly capable person. She has a natural curiosity, which, allied to vast experience and a healthy mix of intelligence and practicality, enables her to think laterally and strategically, grasping complex issues readily. Blessed with good interpersonal skills, a variety of fluent languages at her disposal, a high quality and diverse network, and years of dealing with significant and complicated families, frequently with cross-border requirements, she is ideally placed to deliver high quality services and advice to large families.

Tim Bailey    Cazenove Capital   
02 Dec 2020

Peer review:

I have known Annamaria for almost two decades and she represents the ideal advisor a family or HNWI can wish for. She combines technical skills with experience and a unique ability to interact with private clients.

Simone Gallo    MainStreet Partners   
01 Dec 2020

Peer review:

Very friendly and professional

01 Dec 2020

Peer review:

I have known Annamaria for a few years and I can say that I have always found her to be very professional and of the highest integrity. She is certainly regarded as a power woman amongst women. She has my vote !

Giannella de Marco    Guido DeMarco Advocates   
19 Nov 2020

Peer review:

Annamaria has always acted with grace, professionalism and care both for her clients and in her interactions with us. We have been fortunate enough to work with her on a number of occasions and have always admired her integrity and respectful approach to ensuring the best outcome for her clients.

Jonathan Moon    Sanlam Private Office   
18 Nov 2020

Peer review:

Annamaria is one of the most knowledgable people in the wealth management space. Using her skillset and her incredible global network, she works tirelessly to find optimal solutions for clients, always with a smile. I have no hesitation recommending Annamaria.

Aisling McArdle    Delfin Private Office   
17 Nov 2020

Peer review:

Annamaria is a superstar! She is 100% client focused and has a warm and informative manner - perfect for all private client interactions. She sets the highest standards for herself and her team and is an excellent flagbearer for the wealth management industry.

Samuel Lush    KPMG LLP   
16 Nov 2020

Peer review:

I have know Annamaria for 20+ years and know her to be a woman of total integrity, always dedicated to providing the highest standard of care and service, promoting best practice with her clients, her business activities and in the industry as a whole.

Wendy Marston    WM Nexus   
16 Nov 2020

Peer review:

I have known Annamaria for many years and have always been impressed not only by her deep technical knowledge but also her brilliant communication skills with clients. We have worked together on cases and I have witnessed first hand how hard working and conscientious she is. I would definitely recommend her.

Suzanne Kingston    Mills and Reeves   
15 Nov 2020

Peer review:

Annamaria is highly experienced and knowledgeable in her field. My interactions with her are always informative and insightful and she has a highly professional and rigorous approach to her work.

Anna Ferguson    Praesidium   
13 Nov 2020

Peer review:

Annamaria brings an incredible breadth of knowledge, empathy and ethics to all of her projects. I'm always impressed by the way she expertly combines rigorous analysis with insight to achieve practical outcomes for her clients and stakeholders.

Samantha McBride    BYOB   
13 Nov 2020

Peer review:

Citywealth Recommended

30 Oct 2020

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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Annamaria Koerling currently has no profile.

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2019 

Annamaria Koerling currently has no Citywealth award

Average client size: Over £25 million

Annamaria Koerling currently has not indicated if they have a fixed fee offering

Delfin Private Office

Number of offices globally: 1-5

Annamaria Koerling currently has no contact details

IWD 2019 Transatlantic Selection Top 50 Wealth Management Advisors 2020

Peer review:

Annamaria is an outstandingly capable person. She has a natural curiosity, which, allied to vast experience and a healthy mix of intelligence and practicality, enables her to think laterally and strategically, grasping complex issues readily. Blessed with good interpersonal skills, a variety of fluent languages at her disposal, a high quality and diverse network, and years of dealing with significant and complicated families, frequently with cross-border requirements, she is ideally placed to deliver high quality services and advice to large families.

Tim Bailey    Cazenove Capital   
02 Dec 2020

Peer review:

I have known Annamaria for almost two decades and she represents the ideal advisor a family or HNWI can wish for. She combines technical skills with experience and a unique ability to interact with private clients.

Simone Gallo    MainStreet Partners   
01 Dec 2020

Peer review:

Very friendly and professional

01 Dec 2020

Peer review:

I have known Annamaria for a few years and I can say that I have always found her to be very professional and of the highest integrity. She is certainly regarded as a power woman amongst women. She has my vote !

Giannella de Marco    Guido DeMarco Advocates   
19 Nov 2020

Peer review:

Annamaria has always acted with grace, professionalism and care both for her clients and in her interactions with us. We have been fortunate enough to work with her on a number of occasions and have always admired her integrity and respectful approach to ensuring the best outcome for her clients.

Jonathan Moon    Sanlam Private Office   
18 Nov 2020

Peer review:

Annamaria is one of the most knowledgable people in the wealth management space. Using her skillset and her incredible global network, she works tirelessly to find optimal solutions for clients, always with a smile. I have no hesitation recommending Annamaria.

Aisling McArdle    Delfin Private Office   
17 Nov 2020

Peer review:

Annamaria is a superstar! She is 100% client focused and has a warm and informative manner - perfect for all private client interactions. She sets the highest standards for herself and her team and is an excellent flagbearer for the wealth management industry.

Samuel Lush    KPMG LLP   
16 Nov 2020

Peer review:

I have know Annamaria for 20+ years and know her to be a woman of total integrity, always dedicated to providing the highest standard of care and service, promoting best practice with her clients, her business activities and in the industry as a whole.

Wendy Marston    WM Nexus   
16 Nov 2020

Peer review:

I have known Annamaria for many years and have always been impressed not only by her deep technical knowledge but also her brilliant communication skills with clients. We have worked together on cases and I have witnessed first hand how hard working and conscientious she is. I would definitely recommend her.

Suzanne Kingston    Mills and Reeves   
15 Nov 2020

Peer review:

Annamaria is highly experienced and knowledgeable in her field. My interactions with her are always informative and insightful and she has a highly professional and rigorous approach to her work.

Anna Ferguson    Praesidium   
13 Nov 2020

Peer review:

Annamaria brings an incredible breadth of knowledge, empathy and ethics to all of her projects. I'm always impressed by the way she expertly combines rigorous analysis with insight to achieve practical outcomes for her clients and stakeholders.

Samantha McBride    BYOB   
13 Nov 2020

Peer review:

Citywealth Recommended

30 Oct 2020

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

Annamaria Koerling currently has no reviews

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