The Delfin Private Office team has an established track record of giving unbiased advice and delivering practical solutions with efficiency and pragmatism.

Insight

From an expert multi-disciplinary team with decades of experience in advising families.

Knowledge

Based upon rigorous analysis of data, an extensive research network, applied without bias

Value

Through smart deployment of technology solutions and focussing on what is important.

Our Focus

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.

Our Ethos

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:

Be Dolphins Not Ostriches

Always learning and innovative, we help prepare for the future, without forgetting the lessons of the past and the human dimension.

Work Smart, Use Tech

A technology-led, collaborative approach enables us to tap into the intelligence our clients need and deliver value for money solutions.

Always Act With Integrity

Open and transparent, we will never compromise or cut corners.  Charges are based upon our work, not your wealth. We solve problems, not sell.

Our Services

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.

Strategic Consulting

Family governance advice
Family wealth mentoring, intergenerational dialogue
Wealth reporting and monitoring
Technology search and deployment
Dispute resolution, expert witness
Bespoke projects

Wealth Advisory

Wealth purpose and policy
Investment risk and ‘health check’
Active Manager search
Bespoke benchmark and passive portfolio construction
Private market investments
ESG policy and audit
Annamaria Koerling

Annamaria Koerling

Partner

Annamaria has over 27 years 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 Dennis

Gregg Dennis

Partner

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 Hoare

James Hoare

Partner

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.

Matthaeus Chao

Matthaeus Chao

Associate

Matthaeus joined Delfin as an Analyst in January 2021 having graduated from Oxford University where he read History and Politics. Matthaeus works closely with the team across all business areas with a focus on investment and governance matters. He speaks fluent German and is currently studying for the Investment Advice Diploma.

Amy Bellinger

Amy Bellinger

Senior Associate

Amy joined Delfin in March 2022 as a Senior Associate. She has 9 years of 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 advice division servicing high-net-worth individuals and families.

Amy holds a Bachelor of Commerce degree with Honours in Finance and Economics. She holds the CIPM designation from the CFA Institute and is a CFA Charterholder.

Giuseppe La Scala

Giuseppe La Scala

Business & Client Services Manager

Giuseppe has over 25 years’ experience in business and client services management gained in his past roles, most recently at a multi-family office and international business advisory firm. As Delfin’s Business & Client Services Manager, Giuseppe holds the role of Delfin’s internal operations and client administration and business services lead, supporting Delfin’s clients at an individual basis and at a corporate level, ensuring compliance and coordinating with third party consultants. Giuseppe speaks fluent Italian.

Aisling McArdle

Aisling McArdle

Advisory Group Member

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.

Bridget Barker

Bridget Barker

Advisory Group Member

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 Cobbe

Henry Cobbe

Advisory Group Member

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

Nick Harbinson

Advisory Group Member

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

Dominik v. Eynern

Advisory Group Member

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.

The Oracle

Read Delfin's latest thought pieces here.

Re-evaluating Your Approach to ESG

In this quarter's Spear's magazine, Delfin's Managing Partner Annamaria Koerling explores how investors are re-evaluating their approach to ESG when faced with higher inflation levels, geopolitical uncertainty and evolving business practices.

Get in Touch

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52 Jermyn Street, London, SW1Y 6LX

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+44 (0)20 8012 8340

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