From an expert multi-disciplinary team with decades of experience in advising families.
Based upon rigorous analysis of data, an extensive research network, applied without bias
Through smart deployment of technology solutions and focussing on what is important.
Our clients are international families, their family offices and trustees. They are global citizens with diverse and complex challenges, with a common objective of making their wealth work for them now and in the future.
We believe passionately that when it comes to wealth, the past is not a good guide to the future. We work with families to design bespoke solutions that will enable them to thrive in the 2020s and beyond.
Delfin means dolphin in many languages. Dolphins are intelligent and social animals, who learn, teach and cooperate. At Delfin, whatever the challenge related to their wealth, our clients can rely on us to:
Always learning and innovative, we help prepare for the future, without forgetting the lessons of the past and the human dimension.
A technology-led, collaborative approach enables us to tap into the intelligence our clients need and deliver value for money solutions.
Open and transparent, we will never compromise or cut corners. Charges are based upon our work, not your wealth. We solve problems, not sell.
Relevant advice and resilient solutions delivered by independent, subject matter experts. We diagnose, advise and implement. Our approach is bespoke and adaptable. We solve complex problems. Whatever your wealth requirements, please don’t hesitate to get in touch.
Annamaria has three decades of experience in advising families. Before founding Delfin, she headed Wealth Management for C Hoare & Co. She specialises in solving complex multi-jurisdictional problems drawing on her international expertise in wealth management, banking, regulation and private markets.
Gregg has over 6 years experience in private wealth as a fund manager for multi-family office, Elmfunds and at C Hoare & Co, where he had roles on the ESG, financial planning and dealing teams. Gregg is Delfin’s research and technology lead and oversees our rigorous, data-driven approach.
James’ 25 year career in finance spans institutional and private wealth disciplines, including roles at C Hoare & Co, the quantitative strategy group at Goldmans Sachs and credit risk at Barclays Capital. He is our risk expert and works with our clients to assess risk and conduct quantitative assessments.
Amy has industry experience across institutional employee benefits consulting, fintech and investment research, and private wealth management in the family office space. Prior to joining Delfin she held roles at Morningstar and most recently Stonehage Fleming, where she was a Senior Associate in the portfolio management and investment team.
Justin has wide-ranging career experience holding senior roles across politics, communications, public affairs and family offices. Prior to joining Delfin, Justin was COO of a London based family office developing the target operating model, integrating several departments, and creating several new business ventures across the portfolio.
Aisling’s 15 year career in financial services combines roles as a CEO and Director of Investments for family offices in the UK and the US with wealth management and banking experience. Aisling has also been a professional squash player, an entrepreneur in Belgium & worked at KPMG in Ireland. Aisling applies her diverse experience to work with international family offices.
Georgina joined Delfin having previously spent 5 years at Goldman Sachs, the majority of which was within the Private Wealth division in the Charity Investment Group. Her focus was on advising and supporting the growth of their institutional clients including foundations, endowments and other non-profits.
Charlene has over 20 years of extensive experience as a PA and Executive Assistant. As an integral part of our team, Charlene plays a key role in supporting the partners and providing an outsourced EA service to clients of Delfin Private Office who have contracted with us for the family office administration service.
Bridget spent over 35 years at Macfarlanes where she headed the Investment Management Group. Her sector focus was in private equity, real estate and credit. No longer a practising lawyer, she has a number of non executive roles. We find Bridget’s deep private equity expertise invaluable in helping source the right advisers and solutions for our clients.
Henry’s 21 year career in financial services spans traditional asset management and hedge fund strategies. He is the founder of Elston Consulting which researches and develops benchmarks, exchange traded solutions and asset allocation strategies for family offices and asset owners. We recently collaborated to construct a carbon-free benchmark and indexed portfolio solution for a self-directed endowment.
Nick Harbinson is the CIO of Tantallon Capital Advisors, a Singapore-based specialist multi-family office which manages primarily internal capital. Nick has deep sell and buy-side industry experience and market knowledge. During his more than 40 years in the industry he has successfully navigated multiple market cycles. Nick’s equity expertise and on-the-ground experience in Asia, Japan and Australia, and his partners’ thematic focus on technology, ESG and India is of great value to family offices looking for the support of independent experts in these areas.
Dominik v. Eynern is a member of a multigenerational family business based in Germany. His expertise in neuro linguistic programming combined with his experience in investment banking and private wealth enables him to bring a unique perspective to managing family risks. Dominik is passionate about the contribution family businesses make to society and the global economy. His mission is to equip families in business with the tools to assess and monitor behavioural risk so that they can continue to evolve and thrive.
Odhran has over 25 years of experience in the financial services and the capital markets sector combining roles of analyst and institutional equity sales on the sell side with that of a senior portfolio manager in a prominent middle eastern family office. Odhran has also acted as CEO and Head of Investments for a wealth management business in Geneva, which he established in 2013. Odhran has chaired and been a member of a number of investment committees and continues to advise family offices and UHNW clients on their corporate structure, counterparty relationships and exposure as well as their investment strategies, portfolio construction and overall risk protocols.
In this quarter's Spears Magazine, Delfin's Annamaria Koerling explains how the breakdown of communication and trust is at the heart of many botched succession plans.
In this quarter's Spear's magazine, Delfin's Annamaria Koerling explains how hiring someone to head your family office is no easy task.
Annamaria Koerling spoke to Xann Schwinn CEO of the Music Wellness company Biiah about how music can help to create family cohesion and improve the confidence of individual family members and their employees.