Who We Are
After graduating from Christ’s College, Cambridge and qualifying as a barrister, Adam worked for JP Morgan for 24 years, where he ran JP Morgan’s Private Bank and Institutional Client business in Europe & Middle East. In the 1990s, he was head of JP Morgan’s London Offices, CEO of JP Morgan Securities Ltd, Co-head of Corporate Finance and Chief Operating Officer in Europe. In 2000 Adam co-founded, with William Drake, Lord North Street – Private Investment Office, which they started in Adam’s house in Lord North Street, Westminster, and developed into an award winning business. In 2014 they sold the enterprise to Sandaire. In July 2016, they left and created Owl Private Office as a new business advising wealthy families and trustees on how to optimise their investment arrangements and obtain the best results from the investment industry and other services.
Adam invests in and advises a number of entrepreneurial businesses. He chairs the Garrick Club investment committee and the Avebury World Heritage Site Charitable Trust. He is on the Development Board of the British Academy.
He lives in Avebury in Wiltshire and walks the Ridgeway with his ridgeback dogs. He is a collector of bronzes and drawings by the artist Jonathan Kenworthy, who created the owls on this website.
After graduating from Pembroke College, Cambridge, William practised as a barrister and US attorney until 1979, before going on to work in the investment and corporate finance business at Kleinwort Benson, followed by 17 years at Granville. In 2000, William established Lord North Street private investment office with Adam Wethered to provide conflict-free investment advice to very wealthy families, in most cases looking after their clients’ entire financial wealth and investing it across the full spectrum of asset classes and geographies. In April 2014 William and Adam sold Lord North Street to Sandaire, a multi-family office, becoming joint Vice Chairmen. In July 2016 they left and co-founded Owl Private Office.
Amongst other roles, William has advised public and private companies and their owners on a wide range of matters, including business strategy, board structure and remuneration. He is Chairman of RFR Property Limited, a member of the Development Committee of The Prince’s Teaching Institute and a Director of The Colville Estate Limited.
In his spare time, William enjoys sailing and has a farm in Suffolk where he is actively involved in a conservation project.
Andrew is a Chartered Fellow of the Securities Institute (FCSI) and Chartered Wealth Manager. He previously worked for JM Finn & Co, Barclays Wealth, as a director in their East African division, Kleinwort Benson and ANZ Grindlays Bank, travelling extensively throughout the Middle East. In the 80s he started his financial career as a Lloyd’s insurance broker and as a stockbroker with Merrill Lynch.
Andrew has experience of charity management and is a trustee and chairman of the investment committees of The Rifles Regimental Charities and D’Oyly Carte Charitable Trust and chairman of the investment committee of the Savoy Educational Trust. He is also a committee member of the Charity Investors Group.
Away from the office, Andrew is a keen aviator and Honorary Secretary of the Royal Air Squadron. He enjoys tennis, skiing and tending to his flock of Black Welsh Mountain sheep.
Annamaria Koerling’s career in wealth management spans over 25 years including senior roles at Schroders, Cazenove Capital Management, Merrill Lynch and latterly C Hoare & Co. In 2017 Annamaria, who headed the wealth management business of C Hoare & Co, oversaw the completion of the sale of its wealth management business to Cazenove Capital, following which she subsequently became a non-executive director of Schroder & Co. She is a committed diversity advocate and has received recognition for leadership and business growth in financial services being named ‘Woman of the year” by Citywealth in 2013 and 2016. Annamaria is also a member of a number of angel syndicates and her focus is on supporting businesses where at least one of the founders is a woman. She has a keen personal interest in promoting financial education for women and young people.
Aside from her main executive role at Owl Private Office, Annamaria has recently been appointed as a Commissioner of The Jersey Financial Services Commission. Amongst other roles, Annamaria is a Fellow Commoner of Queens’ College Cambridge and serves on the college’s investment committee. She is also a trustee of the choral Charity, ORA. Annamaria has an MA in modern languages from Cambridge University and speaks Italian, German and French.
In her spare time, Annamaria enjoys open water swimming, golf and skiing, is a qualified rescue diver and appreciates theatre, opera and early 20th Century Czech art in addition to spending time with her international family, dividing her time between Malta, Switzerland and the UK.
Sharon has worked with Adam and William for more than a dozen years as Executive Assistant and Office Manager, first at Lord North Street – Private Investment Office and after its acquisition. She joined Owl Private Office in 2016, soon after its inception. Sharon organises the team’s interaction with clients, other professionals in the industry, and external service providers; she manages everyone’s most valuable and irreplaceable asset – the use of their time. She created and runs the administration within the business, ensuring that the office runs smoothly, freeing up her colleagues’ time to focus on clients.
Sharon came to Lord North Street with a background in marketing and membership services, having worked for various prestigious health and country clubs, including Champneys, Hanbury Manor, Cliveden and The Chelsea Club.
In her spare time, she can often be found in the gym or out walking and also enjoys the more sedate pastimes of calligraphy and illumination.