A collaboration between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London
Delfin Private Office, a boutique that advises significant family offices, and Singapore-based Tantallon Private Office, part of Tantallon Capital Advisors, are launching a new partnership.
The collaboration aims to provide an international client base of families, individual investors, family offices and foundations with independent advice and guidance. Together the firms say they will offer UHNW clients in Singapore and London with ‘customised high quality wealth advice’ delivered via ‘cutting edge technology’.
‘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,’ said Delfin managing partner Annamaria Koerling.
‘[The collaboration] extends our ability to serve clients in Singapore and elsewhere in Asia,’ added Koerling, who is also a Spear’s columnist. ‘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.’
Koerling formerly headed the wealth management division of private bank C. Hoare & Co. (which was sold to Cazenove following an agreement struck in 2016) and has spells at Schroders and Merrill Lynch on her CV.
The tie-up was motivated largely by the fact that both firms ‘have a shared vision and approach’ to providing UHNWs with personalised advice, according to Tantallon’s private office head Rebecca Woo. ‘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.’
Woo heads up Tantallon’s private office division supported by senior adviser Elaine Teo, who is profiled on the Spear’s 500 website.
Tantallon Capital Advisors was set up in Singapore in 2003 by Nicholas Harbinson and Alex Hill. The firm reportedly has $300 million in assets under management. Its private office division advises its UHNW client base on portfolio construction, wealth construction and succession planning.
‘We believe that our collective experience, focus on managing private capital, and “time in the markets” will be a valuable and differentiating resource,’ added Woo.
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