Transforming Private Markets
Transforming Private Markets
Since 2015, we’ve been digitally transforming the private markets landscape. Our mission is simple - we want to help a broad range of financial institutions to connect their clients with investment opportunities quickly, transparently and compliantly.
Our highly configurable technology helps the world’s most respected financial institutions to create, scale and streamline their end-to-end private investment propositions - from deal origination and distribution, through to portfolio management, compliance and reporting. In doing so, we enable our clients to meet the rapidly changing needs of modern investors.
Delio-powered platforms are transforming the way private market opportunities are presented to potential investors. We do this by creating end-to-end digital solutions that mitigate the challenges typically associated with the private market investments industry:
As an unconflicted partner, Delio is FCA-regulated and works hand-in-hand with its clients. Our technology moulds around their private markets proposition, rather than the proposition having to be retrofitted into our technology.
DelioConnect evolved from the needs of our top tier clients who were increasingly seeking to originate, syndicate or distribute with trusted partners without sacrificing quality and confidentiality.
Your clients can view their entire investment portfolio, as an aggregated top-level view, broken down by individual investment, or even by share class.
Delio’s capability spans deeper than being just a technology provider. Leverage our expertise and regulatory status to build or enhance your private asset activities.
Chief Executive Officer & Co-Founder
Building on experience in the private equity market, Gareth embarked on the Delio journey; leading and growing the company to where you see it today.
Chief Commercial Officer & Co-Founder
Building on strong Wealth Management experience David defined the Delio vision and continues to build strong commercial relationships
Chief Operating Officer
Holding 20 years financial services experience, Gareth oversees the day to day operations of the business
Chief Delivery Officer
Holding varied experience ranging from Project Delivery to Customer Experience, Jon ensures all of our clients have a seamless Delio experience
Chief Product Officer
As an outcome-driven product, delivery and development manager, Martin has significant experience across financial services and software delivery.
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