The evolution of Delfin
Delfin is dedicated to providing strategic, actionable wealth management solutions for families navigating the complexities of substantial wealth.
Our story is one of continuous growth, industry recognition, and an unwavering commitment to excellence. Explore our journey below and discover the milestones that have shaped Delfin into the award-winning firm it is today.
Timeline
March 2020
Annamaria Koerling founded Delfin Private Office with anchor clients. With over 30 years of experience in wealth management, Annamaria brings deep expertise in family governance, investment, and operational matters, shaping Delfin’s strategic vision from day one.
Q3 2021
Delfin secures a major Asian client, leveraging its investment expertise to prompt the launch of its Family Office Advisory business line. This milestone strengthens Delfin’s reputation as a trusted partner for global families seeking strategic financial guidance.
December 2021
James Hoare joins the Partnership. With more than 25 years of experience in financial risk analysis, James previously led a team of twenty analysts at Goldman Sachs. He played a key role in developing the investment risk function at C. Hoare & Co. His expertise in quantitative research and investment risk enhances Delfin’s capabilities.
March 2022
Amy Bellinger joins, bolstering the team’s expertise across client and investment areas. A CFA Charterholder with nine years of experience in private wealth management and investment research, Amy previously worked at Morningstar and Stonehage Fleming, where she managed multi-asset portfolios for high-net-worth individuals.
March 2022
Delfin wins a major European client, leveraging its Family Office and Wealth Advisory services. This success cements Delfin’s reputation as a premier provider of bespoke wealth solutions.
2022
Delfin is recognised as the Spears Family Office Service Provider of the Year, a testament to its dedication to excellence and tailored solutions for family offices.
January 2023
Giuseppe La Scala joins as Business & Client Services Manager. With over 25 years of experience in business and client services management, Giuseppe oversees administration, compliance, and client onboarding, ensuring seamless operations and delivering exceptional client support.
April 2023
Delfin wins a major Middle Eastern client, further expanding its presence in international family office services and reinforcing its expertise in investment and wealth advisory.
June 2023
Georgina Revell joins, strengthening the team across client and investment expertise. With a background in Goldman Sachs’ Private Wealth division, she has extensive experience in financial analysis, portfolio management, and strategic planning, making her a valuable asset to Delfin’s client advisory team.
August 2023
Justin Taylor joins, supporting the development of Family Office Services and business development functions. Having served as COO of his own family’s Single-Family Office, Justin brings firsthand experience in family governance, operations, and next-generation mentoring, offering unique insights to Delfin’s clients.
December 2023
Delfin undergoes business incorporation, facilitating its growth strategy and team participation, marking a significant step in its long-term expansion plans.
2023
Delfin is awarded the STEP Multi-Family Office of the Year Award, further solidifying its position as a leader in wealth management and family office advisory.
January 2024
Aisling McArdle joins, bringing extensive experience in Single-Family Offices. With a background as CEO and Director of Investments for family offices in London and New York, along with wealth management roles at UBS and C. Hoare & Co, Aisling’s expertise in international family office management enhances Delfin’s global offering.
March 2024
Charlene Parkin joins as an Executive Assistant, providing vital support to the team and clients. With over 20 years of experience as an Executive Assistant, Charlene specialises in family office administration, ensuring that both clients and partners receive the highest level of professional support.
Today
Delfin has grown into a team of ten, positioned for continued expansion with a strong opportunity set and a robust pipeline of prospects. With a commitment to excellence, strategic expertise, and a deep understanding of family wealth dynamics, Delfin remains a trusted partner for families navigating the complexities of wealth management.
