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How should wealth managers be preparing for the upcoming intergenerational wealth transfer?

May 15, 2017

We are amidst the greatest intergenerational wealth transfer ever known and wealth managers need to take note if they want to retain assets. More than £400 billion in wealth from Britain’s Bank of Grandparents is expected to be passed through to the younger generations in the coming years - navigating this transition will be critical. At present, 86% of heirs do not stay with their parent’s advisors. There is a great opportunity for wealth managers who can retain assets through this transfer if they are willing and able to adapt.

Delio opens Belgian Office

April 24, 2017

Delio is expanding into the Benelux Region in response to high demand. To help service its growing base across Benelux, Delio is now recruiting for a senior country manager to head up the region and build a local team as it looks to double its headcount across Europe from 10 to 20 staff by the end of this year.

Regional Hubs are accelerating UK into becoming global tech powerhouse

April 13, 2017

Discussion about the Tech Nation Report and the optimism and growth in the UK tech sector. The UK is cementing itself as a hub for technology and as a clear leader in Europe when it comes to digital tech investment, digital skills and collaboration within ecosystems.

Fintech- an opportunity or threat for wealth management?

March 10, 2017

There is increasing pressure on Wealth Management firms to adopt digital tools. As the evolution of Fintech continues, the potential competition they pose has become increasingly apparent. However, collaboration with Fintech can also be a great opportunity for firms to improve their customer experience through digital technologies.

Where should wealth management focus when it comes to digital strategy?

February 23, 2017

Whether it’s to connect with millennial investors, compete with robo-advisors, attract the next generation of advisors, or comply with new regulation, firms of all sizes are allocating more of their 2017 budget towards digital tools. When deciding where to allocate resource, however, it is important to breakdown the wealth management journey in to stages and understand which component parts to digitalise and to what extent. Naturally the focus and extent varies from firm to firm ...

Why wealth managers should care about increasing client demand for private asset investing

February 3, 2017

Our last two articles in this series have very much focused on why high net worth and ultra high net worth individuals have been increasing their exposure to private assets and why they are increasingly doing so directly rather than through funds. Direct private assets have never, however, been much of a consideration to wealth managers advising these individuals so in this piece we want to delve more in to why wealth managers should care.

What lies ahead for wealth management in 2017

January 16, 2017

Wealth management as an industry is in a phase of transformation. The need for digital services becomes more and more evident due to changing client demands, expectations and the subsequent evolutions within financial technology. Wealth managers are having to adapt to these changes and this is resulting in a number of trends arising that are likely to become increasingly strategically important for firms as we move forward into 2017.

Beyond the financials - What is driving demand for private assets?

January 2, 2017

One of the key themes that resonates through many conversations we have had is that private assets need to be framed better in the context of risk. This is a crucial point on many levels. As investors increasingly allocate to private assets the need for advice is never more. That is why in the third part of Delio Insights we touch on why wealth managers should care. In the final part of this series we will look at that topic in more detail, but for now ...

The role of returns in private asset investing

December 5, 2016

In our opening Delio Insights piece, we talked in detail about why demand for private assets is increasing and why wealth managers should care. One of the key points on the drivers is that it is more than just the financials - it is a desire to be engaged and inspired along with the changing demographic of investors. The financial aspects, however, cannot be ignored. In this article, we will look at this aspect in more detail.

Delio at the Amsterdam Stock Exchange

November 28, 2016

Our COO David Newman was in Amsterdam this week attending the Belgian-Dutch Innovative Entrepreneurs & Finance Conference. The conference was to review Belgian-Dutch collaboration efforts for entrepreneurial initiatives and was attended by His Majesty King Philippe of the Belgians and Her Majesty Queen Mathilde. David was honoured to be a part of this, saying "It is fantastic seeing financial technology getting such a high profile platform. To be on the royal agenda in Belgium and Netherlands shows that ...

The increasing demand for private assets and why wealth managers should care

October 3, 2016

Private assets (debt, equity and real estate) have long held a role in institutional portfolios, as they are comfortable trading illiquidity for returns. In addition, individuals are now allocating greater sums here too and this has traditionally been chalked down to the current low return environment. Whilst financials are a factor, this article explores the personal, emotional and intellectual drivers which are encouraging the shift to direct private asset investments across all wealth segments.

Introducing Delio Insights

October 1, 2016

This week we launched our Delio Insights blog series. In our first article, “The increasing demand for private assets and why wealth managers should care”, we explore what motivates high net worth individuals when allocating increasing portions of their wealth toward private asset investments, and why they are choosing to do so via direct investments rather than through funds.

Latest news

Delio at the International Fintech Conference 2017

April 12, 2017

Delio was among the top 100 UK Fintech companies exhibiting at the International Fintech Conference 2017 as part of Fintech Week

Delio in Citywire

April 4, 2017

Delio featured in Wealth Manager talking about entrepreneurs and their importance as a client group

Delio selected for AG Elevate

March 16, 2017

Delio is one of seven succesful candidates for Addleshaw Goddard's fintech startup programme 'AG Elevate'.

Delio CEO talks to Citywealth

March 3, 2017

Private debt continues in popularity and strategies are becoming increasingly niche: Read Gareth Lewis' thoughts on private equity for private clients in the latest Citywealth article.

Delio at EFMA

December 15, 2016

Our COO David Newman, presented at the EFMA Private Banking council to demo the Delio platform, showing various case studies of how it can be used and monetised to meet firm's objectives. The event was held at BNP Paribas' offices in Paris.

Delio at the Amsterdam Exchange

November 28, 2016

Our COO David Newman attended the Belgian-Dutch innovative entrepreneurs and finance conference to discuss the fintech environment and alternative financing.

Delio COO talks to The Banker/Financial Times

October 17, 2016

Delio COO, David Newman, spoke to The Banker/Financial Times about how Delio works with financial institutions to help them deliver new propositions to HNW clients.

Delio at the Wealth Management Association

September 7, 2016

Delio joins the WMA talking through case studies of how institutions are using one configurable platform to tier different private asset propositions to different clients.

Tobias & Tobias - Delio: B2B Fintech Insights

August 17, 2016

Delio CEO Gareth Lewis talking to Tobias & Tobias about the importance of collaboration in Fintech and the role of B2B players in the ecosystem.

12 of the most exciting Welsh Startups of 2016

August 17, 2016

Tech City UK looks in to Delio and our work with Innovation Point as part of this year's Digital Dozen.

Oliver Wyman Wealth Management Report

July 21, 2016

Key findings include the need for wealth managers to explore new product areas (such as direct investment platforms) in order to help tackle the challenges facing the industry.

Delio leading the way in collaboration with wealth managers

July 14, 2016

Delio was noted as a key player that is working with wealth managers to take advantage of opportunities fintech presents, helping financial institutions deliver new propositions to clients.

International wealth manager trials private asset platform.

July 7, 2016

Delio's collaboration with ING, helping them offer more to their high net worth clients is featured by Wealthnet.

Fund Forum International

June 6, 2016

Gareth Lewis, Delio CEO, presenting on technology trends in asset management in Berlin.

Delio selected in Wales's Digital Dozen 2016

May 5, 2016

Delio is recognised as one of 12 technology businesses putting Wales on the map.

Tech Dragons Interview

February 18, 2016

Hear more about Delio from CEO Gareth Lewis as he is interviewed by Tech Dragons.

2016 Tech Nation Report

February 11, 2016

Delio recognised as one of 7 notable technology companies representing Wales in Tech Nation 2016.

Welsh tech start-up bidding to impress Sir Michael Moritz

February 8, 2016

Delio shortlisted for Tech Start-Up of the Year at the 2016 ESTnet Awards.

Startupbootcamp Fintech Startup of the Week

October 12, 2015

Delio CEO Gareth Lewis & Steve Talbot talking about life in an accelerator.

Delio joins StartupBootcamp Fintech London

August 8, 2015

Delio is selected as one of 10 high potential fintech companies out of more than 400 applicants across 54 countries to be part of Startupbootcamp's industry leading fintech accelerator.