EPISODE · Sep 13, 2023 · 54 MIN
From escaping the nuns to Executive Leader, Owner and Entrepreneur - Episode 5 - Annamaria Koerling, Managing & Founding Partner Delfin Private Office
from The Chief · host Adam Scarr
On this episode of The Chief podcast we were joined by Annamaria Koerling, Founding & Managing Partner at Delfin Private Office they specialise in strategic consulting and wealth advisory for their clients who are international families, their family offices and trustees. They are global citizens with diverse and complex challenges, with a common objective of making their wealth work for them now and in the future. They work with families to design bespoke solutions that will enable them to thrive in the 2020s and beyond.Annamaria has over 27 years of experience in advising families. Before founding Delfin, she headed Wealth Management for C Hoare & Co. She specialises in solving complex multi-jurisdictional problems drawing on her international expertise in wealth management, banking, regulation and private markets.We hope you enjoy the episode and like, share and subscribe.A Chief yourself? We are always excited to speak with senior leaders and C-suite individuals from the industry and if you are one and are interested in being part of the podcast please reach out via our contact details below. Bayford HaleBayford Hale is a recruitment, search & leadership advisory firm specialising in Wealth Management, Asset Management Family Office and IFA sectors, helping clients repeatedly over the long term by partnering with them to source and secure the very best candidates for the job, and we're trusted for our discretion. We specialise across the following areas focusing on flexibility to think creatively and logically on every position; Wealth ManagementPrivate Banking Asset ManagementSingle/ Multi Family OfficeFinancial Planning Discretionary Fund Management Private/ Family Office Asset Managers W: www.bayfordhale.comE: [email protected]
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On this episode of The Chief podcast we were joined by Annamaria Koerling, Founding & Managing Partner at Delfin Private Office they specialise in strategic consulting and wealth advisory for their clients who are international families, their family offices and trustees. They are global citizens with diverse and complex challenges, with a common objective of making their wealth work for them now and in the future. They work with families to design bespoke solutions that will enable them ...
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From escaping the nuns to Executive Leader, Owner and Entrepreneur - Episode 5 - Annamaria Koerling, Managing & Founding Partner Delfin Private Office
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