Fundraising Fox

Annamaria Koerling

Investor

Founding Partner at Delfin Private Office · Chair of the Board at New Quadrant

Ta' Xbiex, Malta

About

Founding Partner at Delfin Private Office; holds TEP, MA (Cantab), FCSI and ASIP credentials.

Experience

  1. Delfin Private OfficeCo-Foundercurrent2017 — presentLondon Area, United Kingdom
  2. Jersey Financial Services CommissionCommissionercurrent2017 — presentSt Helier, Jersey Channel Islands, United Kingdom
  3. New QuadrantDirectorcurrent2024 — presentMalta
  4. Ora SingersDirectorcurrent2015 — presentLondon Area, United Kingdom
  5. Hymans RobertsonNon Executive Board Member2021 — 2026
  6. MPI - A STEP Member ServiceDirector2020 — 2024Jersey
  7. PraesidiumNon Executive Chairman2019 — 2024Luxembourg, Luxembourg
  8. Schroder & Co LimitedNon Executive Director2017 — 2020London, Greater London, United Kingdom
  9. C Hoare & CoHead of Wealth Management2010 — 2017
  10. Merrill LynchHead of International Portfolio Management Team2007 — 2010
  11. Cazenove Capital ManagementHead of International Portfolio Management2003 — 2007
  12. SchrodersExecutive Director1991 — 2003

Education

  1. University of CambridgeMA, Modern Languages1985 — 1989
  2. Eltham College, London1981 — 1984

Skills & more

Strategic PlanningStrategyBloomberg1Regulatory ComplianceFamily OfficeInvestment Advisory ServicesBoard GovernanceFinancial ServicesFinancial RegulationAsset Managment4Investments18Wealth Management42
+12 moreEquitiesHedge FundsFixed IncomeInvestment BankingPrivate EquityPortfolio ManagementValuationStructured ProductsFinancial AnalysisDerivativesEquity DerivativesJersey Financial Services Regulation

Languages French · German · Italian

  • Trust and Estate Practitioner — STEP – Advising Families Across Generations
  • PADI Rescue Diver — PADI
  • ASIP (Associate of the CFA Society United Kingdom) — CFA UK
  • FCSI — The Chartered Institute for Securities & Investment (The CISI)
  • Chartered Wealth Manager — The Chartered Institute for Securities & Investment (The CISI)

From Annamaria's professional profile.

Colleagues at Delfin Private Office

Aisling McArdle
Senior Adviser at Delfin Private Office
Amy Bellinger
Senior Associate at Delfin Private Office
Anna Chalov
Senior Associate at Delfin Private Office
Bridget Barker
Legal and Private Equity at Delfin Private Office
Charlene Parkin
Business Manager at Delfin Private Office
Dominik V. Eynern
Family Business at Delfin Private Office
Gary Dugan
Principal Consultant at Delfin Private Office
Georgina Revell
Senior Associate at Delfin Private Office

Frequently asked questions

Where does Annamaria Koerling work?
Annamaria Koerling is Founding Partner at Delfin Private Office.

Same school

Also attended University of Cambridge851

Niko BonatsosInvestment Team at General CatalystGeorgia StevensonInvestor at Index VenturesHannah SealInvestor at Index VenturesLeah von SiemensPartner at Manta Ray VenturesAnthony PhilippakisInvestor at GV (Google Ventures)Erik NordlanderInvestor at GV (Google Ventures)

+ 845 more

Shared employers

Also worked at Jersey Financial Services Commission1

Mark KaletaHead of Compliance at Oakglen

Also worked at MPI - A STEP Member Service1

James HoarePartner at Delfin Private Office

Also worked at Praesidium1

Mazzilli AlessandraAssociate at Cavalry Ventures

Also worked at C Hoare & Co5

Kevin AndrewsChief Operating Officer at Bentley ReidJames HoarePartner at Delfin Private OfficeGregg DennisPartner at Delfin Private OfficeAisling McArdleSenior Adviser at Delfin Private OfficeHenrik Wetter SanchezGeneral Partner at Playfair Capital