Caring is in our DNA
Delfin Private Office is an independent family office and wealth advisory firm with a mission to provide wealth owners and their family offices with the support they need to achieve their goals, while enhancing their legacies.
We are a global, unconflicted firm that provides strategic advice built on knowledge, pragmatism, and technology. We are not wedded to what we know; we expect and fully embrace change to become better and do better for our partners.
Combining art and science is at the heart of what we do, setting us apart and assuring clients that we care about them, their families, and their legacies. The art is inspired by our pragmatism and forward-thinking approach, informed by our experience working with families and wealth. The science is driven by our deep technical knowledge and supported by an intelligent set of proprietary tools and an unbiased, unconflicted team.
Our difference lies in our independence, the quality of our work, our inquisitive nature, and the community we foster. That is why, when our founders were deciding on an appropriate name, Delfin was a natural choice, meaning “dolphin” in more than ten languages. The name Delfin resonates, as Dolphins are one of the most intelligent animals, demonstrating social intelligence and problem-solving abilities.
Proud of our awards and achievements
As a fully FCA-regulated advisory firm, our achievements are not only proud moments for us, but they also instil greater trust in those we work with.
Since we were founded in 2017 we have been recognised in the following awards.
Led the seamless redesign and relocation of a multi-billion-pound family office from the Middle East to the Channel Islands.
Currently advising on $15 billion in client assets (2024).
Chair and serve on over ten investment committees, including for family offices and foundations
Trusted advisor to more than 20 families.
Achieved a 100% client retention rate since inception, a testament to our commitment and client satisfaction.
Eprivateclient Excellence Awards: Named Investment Consultancy Firm of the Year, 2024.
Eprivateclient Excellence Awards: Recognised as one of the Top Investment Consultants, 2024 (ninth consecutive year).
Citywealth Awards: Runner-up for Family Office Team of the Year, 2024.
Spear’s Award: Honoured as Family Office Service Provider of the Year, 2022.
Highly qualified
Each of our team members is fully qualified in their respective specialist areas.
The following designations signify different expertise levels and achievements across finance, risk management, investment analysis, and estate planning.
