At Delio we provide the digital rails and infrastructure to help financial firms build, evolve and strengthen their alternative investment propositions. For nearly a decade, we’ve remained independent, non-conflicted and at the forefront of driving digital transformation across the industry landscape.
We’re a behind the scenes infrastructure partner and don’t have our own product offering or direct to investor distribution platform, meaning our success is dependent on our clients’ success. We are singularly and uniquely focused on helping our clients add onward value to their customers without conflict.
To this day, Delio remains flexible and collaborative, servicing the breadth of the market across various client types, asset classes and geographies. These attributes mean that we can solve the challenges of many participants in a rapidly growing and evolving environment, and position ourselves as a strong strategic partner for customer-led growth strategies.
Sarah leads the delivery team and is responsible for ensuring that our clients’ private markets platforms are configured and delivered to their exacting specifications. She is able to draw on over a decade’s experience in project management and business analysis roles accumulated at Ageas, CBRE and Target Group.
Gareth co-founded Delio in 2015 and leads our business strategy. After beginning his career at IBM, he went on to specialise in mergers and acquisitions, working with EY and investment boutique Convex Capital on a range of transactions involving entrepreneurial, owner-managed businesses whilst also qualifying as a Chartered Accountant.
Gareth joined Delio in 2017 and is responsible for all aspects of our operational and regulatory strategy. Before joining Delio, he was formerly Global Chief Risk Officer of HSBC’s Private Wealth Solutions business and the Chief Risk Officer of HSBC Private Bank in Asia Pacific. During his 20 year career in the financial services industry he has also held positions at KPMG, Admiral Group and Nemo Personal Finance, a subsidiary of the Principality Building Society.
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About Delio: Be it asset managers, distributors or ecosystem providers, Delio is the partner of choice for financial firms that are looking for the building blocks to deliver their digital private markets strategy.
Our white-label, AI powered operating system (Delio Core OS) leverages configurable, low-code tools and modules to commoditize the technologies and workflows needed to deliver a market-leading digital client experience.
Delio’s non-conflicted, collaborative approach means we can work where you need us – either end-to-end or embedded via API, covering the aggregation, structuring, distribution, administration and reporting of private assets.
Find out more at deliogroup.com or email us on team@deliogroup.com.
Delio was co-founded in 2015 by Gareth Lewis who runs the business as Co-Chief Executive with Gareth Morgan
Over 50 financial firms leverage Delio Core OS and Delio Structuring in 18 countries globally
At any one time, over 900+ private market funds and direct deals are being distributed on Delio infrastructure
Launched in 2021, Delio Structuring manages and administers over $1bn in assets across platforms
We’ve upheld our LRQA ISO 27001 certification since 2022 for a global standard in information security management
Since inception, Delio has raised more than $20m from investors including Octopus Ventures & Maven Capital Partners
