Delfin Private Office

Delfin Private Office is an owner-managed family-office and wealth advisory firm in London. It works on the organisation of wealth, investment arrangements, family governance and the design or relocation of family offices. The current website describes a multidisciplinary team of ten plus a separate pool of associates; associates should not be counted automatically as employees.

Family-office advisory starts with the operating model: responsibilities, decision-making, governance, risk, processes and technology. For an existing office, the service can examine how those elements work together. For a new office, families should agree the functions to build internally, the services to outsource and the authority retained by the family and its advisers.

Relocation work considers family-office jurisdiction, pre-arrival planning and coordination with professional advisers. The appropriate structure depends on individual tax, legal and residency circumstances. A location recommendation is not a substitute for jurisdiction-specific advice or an assurance of a particular tax outcome.

Family governance can include charters, retreats, next-generation education and philanthropic vehicles. The objective is to make values, responsibilities and decisions explicit across generations. Families should define participation, confidentiality, conflict resolution and the responsibilities of lawyers or trustees where formal documents or entities are involved.

Investment consulting includes investment-manager due diligence, use of passive benchmarks and consideration of responsible investment. Technology work covers selection, deployment and ongoing review. Before engaging, agree the accounts and assets reviewed, manager-selection authority, conflicts, reporting and the continuing responsibility for data and systems. Advice and committee participation do not guarantee investment returns.

The current team lists Annamaria Koerling as Founding Partner, James Hoare as Partner and Aisling McArdle as Senior Adviser. The website separately identifies advisers and associates; clients should confirm which professionals are assigned and accountable for their work.

The legal footer identifies Delfin Private Office International Limited as an appointed representative of Thornbridge Investment Management LLP, which it states is authorised and regulated by the Financial Conduct Authority. This does not establish that Delfin independently holds every regulatory permission. Confirm the actual entity and activities for the proposed mandate. Its published registered address is Floor 2, 25 Bury Street, London SW1Y 6AL.

Use the official contact route to discuss the family’s existing office, investment arrangements, governance and intended changes. Request a defined scope, named team, decision rights, deliverables, implementation responsibilities and fees. Numeric fees and minimum client assets were not established from the reviewed sources.

Sources: firm and investment approach; family-office advisory; team. Reviewed 1 November 2026.

• Family-office operating-model design and review
• Jurisdiction and relocation planning with professional advisers
• Family governance, charters and next-generation education
• Investment-manager due diligence and benchmarking
• Technology selection, deployment and review

• Owner-managed advisory model
• Multidisciplinary team and separate associates
• Governance and operating-model coordination
• Investment consulting and technology implementation support

Built for Single Family Office (SFO), Private Wealth Owners / Principals.

Families designing, reviewing or relocating a family office and wealth owners seeking investment consulting or governance support. Confirm the specific advisory mandate, professional responsibilities and regulatory scope.

Yes

Use the official firm contact route. Agree review cadence, implementation support, reporting and escalation responsibilities for the engagement.

Discuss current entities, investment providers, family governance and operating needs. Agree named advisers, decision rights, deliverables, implementation responsibilities, conflicts and fees.