“Bringing Wisdom to Wealth”
Owl Private Office is an independent consultancy established in London in 2017 as a partnership by Adam Wethered, William Drake and Andrew Wimble, and joined by Annamaria Koerling soon after, providing an overarching advisory service to wealthy families, trustees and charities to obtain the best from their investments and professional services.
Owl helps them navigate their way through the complexities of investment management and managing their private office affairs.
Owl analyses the issues, opportunities and costs – and then identifies professional solutions to clients’ requirements, selecting the most suitable and qualified professionals, and coordinating and overseeing the results.
Owl’s founders have managed the wealth of substantial UK and international families, trusts, as well as Oxbridge colleges over many years.
Unaffiliated with any asset manager, Owl helps clients understand the jargon, hidden costs and confusing products, and take control of their investments.