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Our Collaboration with Delfin Private Office

Delfin Private Office LLP, a London based strategic wealth advisory business and Tantallon Private Office, part of Singapore-based asset management firm, Tantallon Capital Advisors, have entered into a collaboration agreement to provide independent wealth-advisory and family office services.

Commenting on the joint venture, Delfin’s Managing Partner Annamaria Koerling said: “At Delfin we pride ourselves on our ability give independent advice and guidance which is high quality, relevant and actionable. Joining forces with Tantallon Private Office deepens our research capabilities in Asia, a region of the globe which is a key driver of growth and often under-represented in many investors’ portfolios, and extends our ability to serve clients in Singapore and elsewhere in Asia. The combined expertise of our teams, built out of broad experience enhances our ability to narrow in on optimal solutions for our clients which span the world’s major financial centres.”

Speaking for Tantallon, Rebecca Woo said: “we have a shared vision and approach. Every client is unique and their needs deserve specific attention, not cookie cutter or generic solutions. The combination of Tantallon’s experience as global investors and stewards of wealth together with Delfin’s skill and history in advising international families and structuring portfolios will give our clients deep expertise into which to tap. The high fees wealth-owners pay are often not commensurate with the level and quality of service they receive. Together we will deliver consistent, customised high-quality wealth-advice, structuring and reporting solutions, informed by rigorous research and data analysis, delivered via cutting-edge technology.”

Delfin Private Office was founded in London to offer unbiased, practical advice service to investors, their family offices and foundations globally. A modular service offering enables clients to select the components which are relevant to them and ranges from an all-encompassing virtual family office service to investment governance, wealth reporting, manager selection and monitoring, and ESG policy formulation. Our simple goal is to deliver advice and services which help wealth owners make informed choices and services which help wealth owners make informed choices and harness change in a way that is right for them. The team at Delfin combines deep experience in advising wealth owners, working with family businesses, running single and multi-family offices and building and analysing portfolios with their advanced tool-kit of analytical and reporting solutions to deliver insight knowledge and value. The team is led by Annamaria Koerling, Gregg Dennis and James Hoare. supported by research analyst Matthaeus Chao. Tantallon Capital Advisors was set up in Singapore in 2003 by Nicholas Harbinson and Alex Hill.

Tantallon Private Office was set-up to provide customised solutions for accredited investors across Asia looking for genuinely independent wealth-advisory and family office services. Tantallon Private Office is led by Rebecca Woo, with Elaine Teo as a Senior Advisor. The services offered by Tantallon Private Office encompass portfolio construction, wealth structuring and generational planning. “We believe that our collective experience, focus on managing private capital, and “time in the markets” will be a valuable and differentiating resource, and that our clients will benefit from Tantallon’s network of trusted advisors, partners and domain experts, both in-house and external,” added Rebecca Woo.

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