Download your copy of Delio’s latest research report – ‘Regulatory Governance in Private Markets’ >>> 

Book a Demo
{"products":[{"name":"Technology","url":"https:\/\/www.deliogroup.com\/products\/technology\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-connect-1.png","description":"Your integrated, digital private market proposition"},{"name":"Expertise","url":"https:\/\/www.deliogroup.com\/products\/expertise\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-expertise-1.png","description":"Develop, scale and enhance how you offer private investments"},{"name":"Connectivity","url":"https:\/\/www.deliogroup.com\/products\/connectivity\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-portfolio-1.png","description":"Institution to institution, deal by deal connectivity"},{"name":"Structuring","url":"https:\/\/www.deliogroup.com\/products\/structuring\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/10\/v0.1-structuring-solutions-icon.png","description":"Elegant and compliant deal structuring solutions"}],"solutions":[{"name":"Scale distribution","url":"https:\/\/www.deliogroup.com\/solutions\/scale-your-private-market-proposition-to-drive-revenue\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_growth.png","description":"Grow your private market proposition to drive revenue"},{"name":"Operational efficiency","url":"https:\/\/www.deliogroup.com\/solutions\/streamline-workflows-to-improve-operational-efficiency\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_efficiency.png","description":"Streamline workflows and outsource deal structuring to drive efficiency"},{"name":"Client engagement","url":"https:\/\/www.deliogroup.com\/solutions\/strengthen-client-relationships-and-improve-distribution\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_engagement.png","description":"Strengthen relationships, gain insight and add value"},{"name":"Robust governance","url":"https:\/\/www.deliogroup.com\/solutions\/embed-robust-governance-processes-around-deal-distribution\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_governance.png","description":"Embed robust governance around deal distribution"},{"name":"Investor reporting","url":"https:\/\/www.deliogroup.com\/solutions\/portfolio-reporting-for-effective-investor-relations\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio_reporting.png","description":"Portfolio reporting for effective investor relations"},{"name":"Instant market partnerships","url":"https:\/\/www.deliogroup.com\/solutions\/share-and-receive-deals-on-an-institutional-basis\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-network.png","description":"A private markets solution available \u2018out of the box\u2019"}],"company":[{"name":"About Us","url":"https:\/\/www.deliogroup.com\/company\/about-us\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-about-us-1.png","description":"Introducing Delio's people and culture"},{"name":"Careers","url":"https:\/\/www.deliogroup.com\/careers\/","icon":"https:\/\/www.deliogroup.com\/wp-content\/uploads\/2020\/06\/delio-careers-1.png","description":"What it's like to work at Delio"}]}

Private markets in wealth management

Download your free copy of Delio's research report

From top-tier Private Banks to Financial Advisory Groups, Delio's research report explores the current landscape of the wealth management sector and the growing role that alternative investments are playing in clients' investment strategies.

Over the years, Delio has discussed private markets with over 200 wealth managers and private banks across the globe and has noticed a significant shift in the conversation. This report addresses the structural changes within the industry that are encouraging wealth managers to tap into private markets. It focuses on four themes: client demand, the rise of investment clubs, the evolution of the private market, and obstacles that wealth managers face when starting or scaling their proposition.

Through structured research, surveys and interviews, this report provides an invaluable insight in the critical role private markets will play in wealth management strategies of the future.