Nancy has been Head of Investments and Chief Investment Officer working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another ten at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi. Nancy’s early experience includes senior investment roles as Managing Director at Schroders...
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Nancy has been Head of Investments and Chief Investment Officer working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another ten at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi. Nancy’s early experience includes senior investment roles as Managing Director at Schroders...
From escaping the nuns to Executive Leader, Owner and Entrepreneur - Episode 5 - Annamaria Koerling, Managing & Founding Partner Delfin Private Office
The Chief
54 minutes
2 years ago
From escaping the nuns to Executive Leader, Owner and Entrepreneur - Episode 5 - Annamaria Koerling, Managing & Founding Partner Delfin Private Office
On this episode of The Chief podcast we were joined by Annamaria Koerling, Founding & Managing Partner at Delfin Private Office they specialise in strategic consulting and wealth advisory for their clients who are international families, their family offices and trustees. They are global citizens with diverse and complex challenges, with a common objective of making their wealth work for them now and in the future. They work with families to design bespoke solutions that will enable them ...
The Chief
Nancy has been Head of Investments and Chief Investment Officer working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another ten at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi. Nancy’s early experience includes senior investment roles as Managing Director at Schroders...
