In her recent Spear’s article Annamaria Koerling, Delfin’s Managing Partner discusses whether our current approach to saving is all wrong. She discusses whether a smarter apporach is to focus on a future income stream rather than an asset’s current value.
Annamaria Koerling, Delfin’s Managing Partner spoke to Advisory Group member Nik von Eynern of Family Hippocampus about Family Governance, why family charters often gather dust on a shelf and discusses his
practical tips on how to put in place a resilient system that works in practice not just in theory.
Managing Partner Annamaria Koerling discusses in Spear’s her reflections on how to review your investment portfolio with a focus on financial resilience.
Managing Partner of Delfin Annamaria Koerling talked to our new Advisory Group member Dominik von Eynern, an experienced family business member about his personal experiences and insights into how to steer a family business through times of crisis. Dominik’s mission is to equip families in business with the tools to Read more…
Annamaria addresses the COVID crisis and how investors should react.
Annamaria Koerling writes for Spear’s on the role of active management within client portfolios.
Annamaria Koerling, our Managing Partner discusses how to navigate the world of ESG investing in Spear’s January/February 2020 issue. Read the full article below.
Annamaria Koerling, our Managing Partner discusses Nationalism, the decline of Globalisation and the outperformance of US Equities in Spear’s
We were delighted to receive recognition at the Spear’s awards for our strategic wealth advisory service to family offices and trustees. Annamaria Koerling, Gregg Dennis and Senior Adviser were there to receive the award. This award is particularly important to us because it recognises the broad nature of our services Read more…
Annamaria Koerling, our Managing Partner discusses the various ways in which HNW and UHNW clients are preparing for the potential of a Corbyn government. Article below.