Here at Delio, we are passionate advocates for how technology can improve the way in which the world consumes financial services. We’re proud to be part of the fintech revolution that is changing the way financial institutions and their clients interact for the better. And it’s from this simple concept that Delio was born.
Technology is at the heart of everything Delio does. However, we know that digital tools are only as good as the way they are applied to your business. That’s why we take the time to explore and understand the very different needs of the financial institutions we serve, creating tailored solutions that solve your specific challenges. Over the last six years, this approach has enabled us to help more than 90 clients to launch and scale their private markets offerings.
We create these solutions by harnessing data captured by Delio’s technology and combining it with our team’s decades of collective experience, obtained at top tier institutions across the world. This fusion of quantitative information with our commercial and regulatory insight enables us to offer a unique, independent view that supports the development of your entire private market proposition, not just the technology that underpins it.
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.
Sally joined Delio in 2020 and acts as a strategic advisor to the Board. She brings a wealth of financial services experience, having operated at Board level for various institutions during her 30 year career. The former Lloyds Banking Group Chief Operating Officer now serves as a Non-Executive Director for several high profile businesses in Wales and is also a Non-Executive Director for the Department for International Development.
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.
David co-founded Delio in 2015 and leads our commercial strategy. Prior to Delio, he was a wealth manager and worked in a range of roles in London and Manchester for Barclays Wealth and UBS to help them build their client base in the North West, focusing on entrepreneurs and sophisticated advisory clients. David is also a CFA Charterholder.
Mark joined Delio in 2020 and Chairs the Board. His career has spanned 40 years, with much of that time spent in senior management positions at financial services and technology businesses. In addition to his role at Delio, Mark currently acts as a non-Executive Director at Karnov Group and Spectrix.
Jon joined Delio in 2017 and is responsible for the delivery of our technology to clients, as well as ongoing support. He has over 30 years of experience across a variety of product management, project delivery, customer experience and client engagement roles, working at companies such as Creditsafe, SunGard (now F.I.S), HypoVereinsbank, Chemical Bank and Chase Manhattan Bank (now J.P. Morgan Chase). Jon is PRINCE2® qualified, an AgilePM® practitioner and Certified Scrum Product Owner® (CSPO).
Our team is central to everything we do at Delio. Find out more about what makes them tick and why they are so passionate about solving our clients' challenges.
Our team is the beating heart of Delio. Our expertise, ambition and client focus are key to our success. Why not join us!