Delio

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/techn… #privatemarkets #alternativeassets #fintech

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-compl…

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/pri…

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/…

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/naviga…

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-…

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.

📖 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/insights/2024/…

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

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.

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/clearlist…

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.

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

Read the article for more about growth drivers for distributing financial products through digital channels: mckinsey.com/industries/fin…

📈 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.

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/BCG-Series-Per…

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.

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!

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/categor…

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.

🎯 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 🏅