Owl Private Office brings Annamaria Koerling into the Partnership

Annamaria joins as a partner with founders, Wethered, Drake and Wimble

London, 8 November 2017. Owl Private Office (Owl), the overarching advisory consultancy, serving very wealthy families and endowments announces that Annamaria Koerling has joined the Owl partnership. Annamaria, who previously headed the wealth management business of C. Hoare & Co and oversaw its sale to Cazenove, now becomes a partner together with founders, Adam Wethered, William Drake and Andrew Wimble. With their many years’ experience in the multi-family office and wealth management industry, Owl provides a conflict-free advisory service assisting with formulation of objectives, strategies and structures that need to be defined and effected before specialist professional advisers and asset managers are appointed.

Annamaria Koerling said,

“Joining Owl as a partner gets me back to advising top level clients which I enjoy. And Owl is different, with its unique function at the very top of the wealth advisory ladder. This will mean helping diagnose the issues that impact families and endowments, defining or re-defining their purpose of wealth and guiding its structuring and deployment. What appealed to me about the Owl approach is 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.Find and work with the best professional service and product providers”

Adam Wethered, Co-founder of Owl Private Office said,

“Annamaria has exceptional breadth and depth of experience of the sort required to advise families and foundations at the outset of their journey into the whole area of wealth management. She will be a superb complement to our senior team of practitioners and bring to the table considerable experience of working with European families and families moving to the UK with their cross-border requirements. Owl is already a burgeoning business advising clients with immense wealth and Annamaria will lend real gravitas to our endeavours in doing what is best for families and endowments.”

A PDF is available for download here: Media Release 8th November

Owl Private Office LLP is an appointed representative of Thornbridge Investment Management LLP which is authorised and regulated by the Financial Conduct Authority (“FCA”).