Top Seven Family Office Advisers
After 25 years in wealth management, Annamaria Koerling joined Owl Private Office this year, lining up alongside fellow industry stalwarts William Drake, Adam Wethered and Andrew Wimble.
‘Owl is different, with its unique function at the very top of the wealth advisory ladder,’ she says. ‘This will mean helping diagnose the issues that impact families and endowments, defining or redefining their purpose of wealth and guiding its structuring and deployment.’
What appealed to her about Owl was its ‘total impartiality in this advisory journey, helping clients construct a network of advisers and make the right decisions, usually before investment managers are selected. I believe we can provide real added value and with no strings attached.’
Koerling oversaw the sale of C Hoare’s wealth business to Cazenove Capital in 2017, after which she became a non-executive director of Schroder & Co.
An MA graduate in modern languages from Cambridge University (she is a fellow commoner of Queens’ College), Koerling is fluent in Italian, German and French and is a member of angel syndicates supporting businesses founded or co-founded by women. She was recently appointed a commissioner of the Jersey Financial Services Commission and is a trustee of the choral charity Ora.