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Steering a course through COVID
Managing Partner Annamaria Koerling discusses in Spear’s her reflections on how to review your investment portfolio with a focus on financial resilience.
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Family business in a time of crisis
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…
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Should COVID-19 Change Our Investment Process
Annamaria addresses the COVID crisis and how investors should react.
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Active management – Time to go it alone?
Annamaria Koerling writes for Spear’s on the role of active management within client portfolios.
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Navigating The ESG Landscape
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.
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Nationalism, Globalisation & US Equity Outperformance
Annamaria Koerling, our Managing Partner discusses Nationalism, the decline of Globalisation and the outperformance of US Equities in Spear’s
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Spear’s Award For Best Family Office Services Provider
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…
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How Do You Solve A Problem Like Corbyn?
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.
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The Illusion of Stability
Annamaria Koerling, our Managing Partner discusses mentoring behavioural biases and the illusion of stability in Spear’s May/June 2019 issue. Read the full article below.
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Navigating The Art World
Many families collect and invest in art. We are often asked by our clients whether to appoint an art adviser to help them start or build their collection. Our Managing Partner, Annamaria Koerling, spoke to Teresa Krasny, former director at Christie’s London and art adviser specialising in Impressionist & Modern Read more…