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.

Steven Keshishoghli

Steven Keshishoghli

Consultant

Steven has over 15 years experience in researching investment solutions for families, their family offices, and trustees. Previous positions held include Head of Investments at Tatton Investment Management and Head of Manager Research and Chair of the Investment Committee at Enhance Group. He holds three university degrees, is a CFA Charterholder and Chartered Wealth Manager.

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.

James Hoare

James Hoare

Advisory Group Member

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.

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.

Markus Ruetimann

Markus Ruetimann

Advisory Group Member

Markus has worked in the Financial Services industry in Zurich, Geneva, New York and London (current) for 30+ years. He is Chief Executive of Hardy London, an advisory practice for family offices, asset- & wealth managers and start-ups. He is also Chairman of Aprexo Group, a FinTech firm that provides cloud-based data mastering solutions to fund managers and investment banks. Markus holds a number of non-executive board positions in digital & technology services, asset management and wealth solutions. His former senior executive roles included Group Chief Operating Officer at Schroders plc, UBS Asset Management and Phillips & Drew. Markus is a Trustee on the Board of Action for Children.

Get in Touch

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Find us at the office

136 Sloane St, Chelsea, London, SW1X 9AY

Give us a call

+44 (0)20 8012 8340

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