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Our Story

Since 2015, we have been at the forefront of digitally transforming the private markets landscape. We are proud of our roots as a technology business, however, we go far beyond that in offering the tools and capabilities needed to help financial firms enhance their private markets proposition.

We’re an unconflicted partner. Our success is dependent on our clients’ success, which is why we are committed to helping our clients add value for their clients and through improving their operational efficiency and reducing risk – all of which leads to a stronger proposition and measurable growth.

Having already enjoyed much growth and delivered many success stories, we still believe much more is to come. Delio is committed to creating the digital, connected infrastructure that powers private markets on a global scale and we continue to launch new products, services and solutions with this vision in mind.

Our Values

Delio’s values represent how our team strives to react to internal and external influences and drive a consistent approach to achieving our vision and goals. These values also represent who we are, what we do, and the culture we look to instil at Delio.

  • Ambitious

    We keep going - setting our sights on big targets individually and as a company. We think ambitiously and believe in our ability to make an impact on the industries and ecosystems within which we operate.

  • Customer Centric

    We’ve built our business in collaboration with our customers and the learnings have been invaluable. We listen to customer feedback and do our utmost to support them on their journeys.

  • Dependable

    We look to respect each other, and trust is built and maintained through open communication and reliability. This continues to evolve and improve every day. Cross-functional teamwork is essential to achieving our goals.

  • Flexible

    Our business has been built on the need for flexibility in an industry that continues to evolve. Continued investment goes into “staying agile” to meet the needs of the business, our clients and our team.

  • Original

    We utilise our broad range of background and experiences to our advantage, seeking creative solutions to problems. Just because that’s the way it was done before, doesn’t mean that’s the best way forward.

  • Tenacious

    We believe in our product, our team, and ourselves. We keep working hard and don’t give up easily, taking our time to find and uncover new ways to succeed and grow. When our customers succeed, we succeed.

Leadership Team

David Bonner, Delio

David Bonner

Chief Technology Officer

Sarah Clements

Chief Delivery Officer

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 Lewis - Delio

Gareth Lewis

Founder and Co-Chief Executive

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 Morgan - Delio

Gareth Morgan

Co-Chief Executive

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.

Iain Purdy - Delio

Iain Purdy

Chief Financial Officer
Alessandra Ricagno - Delio

Alessandra Ricagno

Head of Structuring Solutions

Awards, Programmes & Recognition

As featured in

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