From the community

Delio's CEO scoops up accountancy award for embracing technology

September 19, 2019 | Wealth Management
Provided by Delio

Tags

Delio's CEO scoops up accountancy award for embracing technology

We are proud to announce that ’Delio’s CEO Gareth Lewis recently stood out at the ICAS (Institute of Chartered Accountants of Scotland) Top 100 Young CAS Awards. Gareth was recognised at the event for embracing technology in the finance industry.


Each year, ICAS celebrates a pool of bright young accountants they believe will shape the industry. This year, the professional body introduced the technology category, highlighting their focus on digitisation. Among the winners was Gareth Lewis, co-founder of global fintech provider Delio, whose innovative approach set him apart.


With its HQ in Cardiff, Delio designs and delivers white-label technology platforms, and its clients include global financial organisations. Through its platforms, the Welsh company connects investors to unique investment opportunities within private markets.


Gareth said: “I am proud to have my journey with Delio recognised by ICAS. We have grown from strength to strength, and I am thrilled to see where our technology will take us next.


“At Delio, we see how our technology helps a range of financial institutions connect with investors in the private markets in real-time. Our technology has become an efficient solution. It helps some of the world’s most prominent organisations do more for their high-net-worth clients.


“We are thrilled to see an education provider like ICAS recognise the role of technology within the finance industry. Too often, there is a risk of ignoring digital change out of fear. So, to have an organisation like ICAS recognise the role of technology within the finance industry is promising.


“This is an exciting time for the finance industry. With cutting-edge technologies on the rise, we see opportunities we can embrace. Digitisation enables us to work more efficiently, support clients’ needs in real-time and helps us reduce risk. Through technology, we can become better professionals that thrive on change.”

More in Wealth Management

A shift in conversation: Private Markets in Wealth Management

Posted By The Community

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...

Written By: Delio

Press Release: Nucoro Report Calls For Major Digitisation

Posted By The Community

Wealth Management
September 12, 2019

Press Release: Nucoro Report Calls For Major Digitisation

Nucoro report calls for major digitisation of wealth management sector but warns 84% of projects cou...

Written By: Nucoro

Plenitude shortlisted as a finalist at the Scottish Financial Technology Awards

Posted By The Community

Wealth Management
August 12, 2019

Plenitude shortlisted as a finalist at the Scottish Financial Technology Awards

Congratulations to our team for having been shortlisted as a finalist at the Scottish Financial Tech...

Written By: Plenitude

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...

There are no Events in this category