@DelioGroup

Our #Tech and experience help financial institutions around the world to connect investors with private market opportunities - #FinTech #PrivateMarkets

 Cardiff, London, Geneva
deliogroup.com/
Joined November 2014
  • Tweets1.7K
  • Following976
  • Followers1.5K
584Media
Delio Core is a modularised, white-labelled platform that enables financial institutions to significantly improve how they distribute, manage and report on private markets. Find out more: deliogroup.com/products/tech… #privatemarkets #alternativeassets #fintech
2
269
In our latest blog, Gareth Morgan, Delio’s Co-Chief Executive, discusses some solutions to key compliance considerations which financial firms must navigate when undertaking regulated activities associated with promoting private markets investments. deliogroup.com/news/key-comp…
A photo and quote from Gareth Morgan, Co-Chief Executive at Delio about key compliance considerations to navigate when promoting private market investments. “We’ve designed our Delio Core platform to streamline [appropriateness testing], making it easier to implement tests that classify investors based on FCA categorisations while delivering an effective digital client experience.”

ALT A photo and quote from Gareth Morgan, Co-Chief Executive at Delio about key compliance considerations to navigate when promoting private market investments. “We’ve designed our Delio Core platform to streamline [appropriateness testing], making it easier to implement tests that classify investors based on FCA categorisations while delivering an effective digital client experience.”

1
1
77
What new challenges and opportunities are emerging in private markets? McKinsey has reflected on ten considerations shaping the landscape in 2024. Read their article which covers a rise in infrastructure fundraising, GPs’ focus on value creation and more mckinsey.com/industries/priv…

Ten private-markets considerations shaping 2024 so far

We look at how private markets have evolved over the past year and explore how companies can plan ahead to find new growth for the remainder of 2024 and beyond.

mckinsey.com
1
72
With private assets becoming more accessible to different types of investors, how can advisors and wealth managers adapt their investment strategies? Tim Horne, Head of UK Defined Contribution at Schroders, shares his thoughts with FT Advisor ftadviser.com/pensions/2024/…

Advisers need to ready themselves for the new world of private assets

Financial advisers and wealth managers will "need to adapt" to the private markets world that is coming down the line, according to Tim Horne, head of UK defined contribution at Schroders.

ftadviser.com
89
Regulatory reform and FDI rules are reshaping cross-border investment in the UK and Europe for US-based private equity firms. While there are challenges, using technology and private markets investment vehicles can help overcome these hurdles. Read more: the-drawdown.com/article/nav…
94
Investec’s Annual Secondaries Report found 82% of managers expect deal volumes to rise by over 10%, with GP-led transactions and increased HNWI participation positioning the secondaries market as an alternative for investors seeking returns. investec.com/en_gb/welcome-t…

Secondaries market set for further growth

Almost all (98%) secondaries managers expect their next fund to be larger than their current one as fundraising is expected to rise according to our report.

investec.com
61
Our AVP of Private Markets Solutions, Ben Cable, will be at The Future of Finance Tokenisation Event on Tuesday 15 October 2024 in London. If you’ll be attending, contact Ben to discuss how Delio can help solve your private market distribution and reporting challenges.
White text on a Delio-branded blue image promoting Delio's Assistant Vice President of Private Markers Solutions, Ben Cable, attending Future of Finance’s inaugural The Future of Finance Tokenisation Event on Tuesday 15 October 2024 at The Aon Centre in London. Book a meeting by emailing team@deliogroup.com

ALT White text on a Delio-branded blue image promoting Delio's Assistant Vice President of Private Markers Solutions, Ben Cable, attending Future of Finance’s inaugural The Future of Finance Tokenisation Event on Tuesday 15 October 2024 at The Aon Centre in London. Book a meeting by emailing [email protected]

50
📖 How are private wealth investors accessing private markets in 2024? Barclays has published its inaugural Private Markets Annual Report, which explores investors’ preferences for private equity and venture capital to benefit from long-term returns. privatebank.barclays.com/ins…
80
Today, we put our chef hats on for an office bake-off to raise money for #MacmillanCoffeeMorning. 🧑‍🍳 The team baked plenty of goods to go around, and we raised a total of £130 from our donations. Thanks to everyone for taking part for another year 💚 #LifeAtDelio
A Macmillan Coffee Morning hosted by the Delio team in our Cardiff office.

ALT A Macmillan Coffee Morning hosted by the Delio team in our Cardiff office.

Focaccia bread with dipping sauces.

ALT Focaccia bread with dipping sauces.

A tub full of pork pies that won Delio's bake-off competition.

ALT A tub full of pork pies that won Delio's bake-off competition.

A friendly dog sitting beside the table at Delio’s Macmillan Coffee Morning.

ALT A friendly dog sitting beside the table at Delio’s Macmillan Coffee Morning.

1
55
Our Founder and Co-Chief Executive, Gareth Lewis, will be at events throughout Climate Week NYC between 22–29 September in New York. If you’ll be attending, contact Gareth to discuss how Delio can help solve your distribution and reporting challenges in private markets.
White text on a Delio-branded blue image promoting Delio's Founder and Co-Chief Executive, Gareth Lewis, attending Climate Week NYC between September 22–29 2024. Book a meeting by emailing team@deliogroup.com

ALT White text on a Delio-branded blue image promoting Delio's Founder and Co-Chief Executive, Gareth Lewis, attending Climate Week NYC between September 22–29 2024. Book a meeting by emailing [email protected]

63
We're pleased to share news about ClearList and Delio’s partnership to launch investment infrastructure for private market secondaries, providing distributors with an end-to-end toolkit that enables them to offer their clients access to private market transactions.
Delio and ClearList logos on a blue background.

ALT Delio and ClearList logos on a blue background.

1
87
Read the full press release to hear why both firms' chief executives believe the infrastructure’s hub and spoke connectivity can unlock new client experiences in private markets. deliogroup.com/news/clearlis…

ClearList and Delio partner to provide investment infrastructure for private market secondaries -...

ClearList has partnered with Delio to power investment infrastructure for distributors' clients to access private market transactions.

deliogroup.com
63
Last month, we brought the team together at the Chepstow races for our annual Summer Social 🏇 We had a great time soaking up the atmosphere and enjoying some friendly competition and downtime together ☀️ Here’s to teamwork on and off the track! #LifeAtDelio
A group photo of the Delio team at Chepstow Racecourse.

ALT A group photo of the Delio team at Chepstow Racecourse.

The Delio team looking out at Chepstow Racecourse.

ALT The Delio team looking out at Chepstow Racecourse.

1
85
📈 McKinsey’s recent article highlights Europe’s embedded finance market could hit €100B by 2030. The key to capitalising on this growth? Optimising end-to-end customer journeys for a seamless, integrated experience that meets rising demand for digital access platforms.
Night-time photo of a vehicle speeding around a bend with light trails captured above the road, creating a dynamic effect. The image is taken with a high shutter speed, emphasising the movement and energy of the scene.

ALT Night-time photo of a vehicle speeding around a bend with light trails captured above the road, creating a dynamic effect. The image is taken with a high shutter speed, emphasising the movement and energy of the scene.

1
69
Read the article for more about growth drivers for distributing financial products through digital channels: mckinsey.com/industries/fina…
40
Semi-liquid Permanent Capital Vehicles (PCVs) are presenting a more attractive structural fit for wealth investors. BCG’s white paper highlights periodic liquidity and lower access minimums contributing to the market’s growth totalling “approximately $355 billion” as of 2023.
A diagram presenting selected key considerations in retail segment for closed-end, finite-life funds and semi-liquid, evergreen funds from Boston Consulting Group’s ‘BCG Series on Permanent Capital - Part 1’ white paper; sourced from analysis of BCG’s market participant interviews.

ALT A diagram presenting selected key considerations in retail segment for closed-end, finite-life funds and semi-liquid, evergreen funds from Boston Consulting Group’s ‘BCG Series on Permanent Capital - Part 1’ white paper; sourced from analysis of BCG’s market participant interviews.

1
135
Read the analysis of semi-liquid fund considerations addressing investor needs in Boston Consulting Group’s white paper, BCG Series on Permanent Capital – Part 1: media-publications.bcg.com/B…
59
We’re proud to share that our Structuring Solutions Senior Analyst, Nicole Baas has been announced as a finalist for the Fintech Rising Star of the Year @fintechwales 🎉 We’re grateful for all of her contributions at Delio so far, and congratulations to the other finalists!
A designed post image to announce that Delio’s Structuring Solutions Senior Analyst, Nicole Baas, has been announced as a finalist for the Fintech Rising Star of the Year award at Fintech Awards Wales.

ALT A designed post image to announce that Delio’s Structuring Solutions Senior Analyst, Nicole Baas, has been announced as a finalist for the Fintech Rising Star of the Year award at Fintech Awards Wales.

1
139
Last week, our Co-Chief Executive, Gareth Lewis, took part in judging panels to select winners for UKBAA’s Angel Investment Awards held at the Science Museum in London. Congratulations to the winners and everyone recognised on the night 👏 ukbaa.org.uk/awards/categori…
A photo of the podium and stage at UK Business Angels Association's Angel Investment Awards 2024.

ALT A photo of the podium and stage at UK Business Angels Association's Angel Investment Awards 2024.

64
Our VP of Private Markets Solutions, James Evans, will be attending the Global Private Banker Summit on Wednesday 5th June at Corinthia London. If you’re attending, contact James to find out how our digital private markets infrastructure can help your private wealth strategy.
The Global Private Banker Summit 2024 logo on a blue background, with text reading: Global Private Banker Summit, James Evans, VP of Private Markets Solutions. Book a meeting by emailing team@deliogroup.com.

ALT The Global Private Banker Summit 2024 logo on a blue background, with text reading: Global Private Banker Summit, James Evans, VP of Private Markets Solutions. Book a meeting by emailing [email protected].

120
🎯 On Thursday, we made some time for a break away from work for some friendly games at Flight Club Cardiff! It was also a great chance to get together for delicious pastries in the office during the day. Thanks to everyone who joined us and made the social a memorable night 🏅
106
Load more