Delio

Private Market Solutions

Delio

Overview

Over the last three years Delio has grown from an idea to an expert team working across multiple countries, delivering private investment solutions for world leading financial institutions.

Our international team have significant depth of experience, working at most top tier firms in a variety of wealth management, technology, product, risk & capital markets roles.

The genesis and core focus of Delio is private assets – leveraging our experience to digitise private asset activities and help create new propositions in private equity, private debt, real estate, social impact and fund investment opportunities.

We are an unconflicted partner, working hand in hand with our clients to help them build the right proposition for them and their clients. Our technology moulds around your proposition, rather than the proposition having to be retrofitted into our technology.

Year Established

2015

Number Of Employees

30

Headquarters

Delio , CBTC , Senghennydd Road , Cardiff , Cardiff , CF24 4AY , United Kingdom

Email

team@deliowealth.com

Website

https://www.deliowealth.com/

London Wales

Join the Delio team!
Private Asset Platform

Developed by industry insiders, the white label Delio platform is a digital private asset infrastructure for your organisation – built your way. Origination to exit, all covered from one integrated digital toolkit, the Delio platform drives efficiency, grows revenues and improves the client experience in a robust and compliant manner

Book a demo

Increase Deal Flow and Investment

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.

Find out more

Portfolio Reporting

Your clients can view their entire investment portfolio, as an aggregated top-level view, broken down by individual investment, or even by share class.

Find out more

Regulations & Technology

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.

Consultancy


Meet the team at Delio
Gareth Lewis

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.

David Newman

Chief Commercial Officer and Co-Founder

Building on strong Wealth Management experience David defined the Delio vision and continues to build strong commercial relationships

Gareth Morgan

Chief Operating Officer

Holding 20 years financial services experience, Gareth oversees the day to day operations of the business

Andy Samuel

Chief Technology Officer

With 20 years of experience in global bluechip institutions, Andy helps to steer the technical direction of the Delio product

Jon Watts

Head of Delivery and Infrastructure

Holding varied experience ranging from Project Delivery to Customer Experience, Jon ensures all of our clients have a seamless Delio experience

Paul Lacey

Product Manager

An ex-marine, mathematician, leading our product to new ambitious heights in a rigorously organised fashion


Content provided by Delio

News

A shift in conversation: Private Markets in Wealth Management
Wealth Management
October 14, 2019

A shift in conversation: Private Markets in Wealth Management

From top-tier Private Banks to Financial Advisory Groups, “Private Markets in Wealth Managemen...

Delio's CEO scoops up accountancy award for embracing technology
Wealth Management
September 19, 2019

Delio's CEO scoops up accountancy award for embracing technology

Delio's CEO Gareth Lewis stood out at the ICAS Top 100 Young CAs Awards for embracing technology wit...

Delio continues international growth thanks to £3mn+ investment boost
FinTech
August 14, 2019

Delio continues international growth thanks to £3mn+ investment boost

After a successful fundraise, we are excited to announce that Delio is increasing its presence acros...

Events

Women in Wealth Management Networking Event - Switzerland

Women in Wealth Management Networking Event - Switzerland

Gina Ristorante, Ecublens

December 05, 2019 - December 05, 2019

05:00 PM - 06:00 PM

FREE

There are no current job opportunities listed for Delio.