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Develop, scale and enhance how you offer private investments

With decades of collective experience at top tier financial institutions, our team can deliver a wide range of services that support the development of private market propositions.

Whether you’re new to private markets, looking to enhance an existing solution or need bespoke advice on the most technical of challenges, we can help. We're authorised and regulated by the Financial Conduct Authority in the UK, so you can trust us to operate to the highest regulatory standards. And because of our track record of delivery with financial institutions globally, you can be confident that you’re dealing with a business that delivers on what it promises.

Proposition Development

The unique complexities of accessing, distributing and transacting private market investments have often created significant challenges that financial institutions struggle to overcome. Over the last five years, we have supported more than 70 financial institutions across the world to develop compelling private market propositions.

Some organisations have involved us from the start of the process, using our experience to create business cases, run proof of concept projects and establish go-to-market strategies. Others have asked us to enhance their existing client offering by streamlining processes, strengthening governance and scaling their commercial model. So, regardless of how mature your private markets model is, we can make it work harder and smarter for you and your clients.

Features and benefits

  • Business model development based on proven, commercial success
  • Robust guidance to mitigate operational, regulatory and legal risk
  • User experience journeys that will strengthen your client relationships
  • Deal sourcing strategies to scale your client offering
  • Go-to-market planning that maximises the reach of your proposition
  • Advice on how technology can support greater operational efficiency

Regulatory Consultancy

Our experienced team can advise upon multi-jurisdictional regulatory considerations and activities that underpin a robust private markets proposition. This could include a comprehensive review of your business processes, client profiling, investor checks, financial promotion sign-off and much more. And we can also offer advice on how technology can help to fulfil your regulatory obligations while improving operational efficiency and reporting.

Most importantly, we understand that your governance framework must align with your risk appetite, ensuring the necessary controls are complied with consistently, without becoming an inefficient and unwieldy burden on your business. That’s why we’ll help you to achieve the highest standard of regulatory compliance, without compromising your commercial ambitions or client experience.

Features and benefits

  • Expert advice on creating robust, compliant private market propositions
  • Guidance on how to strengthen existing processes to mitigate the risk of non-compliance
  • Support with the implementation of technology to enhance your risk management strategy
  • Staff training to help you build a strong regulatory culture

Technology Consultancy

We provide technology consultancy services that remove the challenges typically associated with private markets, improve efficiency and create the best possible technical solution for your organisation.

Our expertise includes creating technology-based solutions across various asset classes for a diverse range of user cases, and we’ve worked with many of the world’s leading financial institutions to help them evolve the role that technology plays in their private markets proposition. This collective experience and  knowledge means that we can create solutions to fit your business with a high degree of confidence – we know what works and we know what doesn’t.

Features and benefits

  • Proven track record of technology transformation for private markets
  • Advice on technology strategies and operational deployment across your business
  • Digitisation of existing business processes to drive efficiency gains
  • Transformation project management that minimises business disruption
  • Development of technology driven solutions for private markets

Platform Support Services

The Delio platform enables your organisation to transform its private market proposition. It digitises the entire private investment lifecycle, with deal origination, distribution, transaction and reporting being integrated seamlessly into one continuous workflow.

To help you get the most from your Delio technology, we offer a range of services that enable you to focus on what really matters: managing your relationship with your clients. From managing your platform through to providing regulatory cover, why not leave the platform administration to us?  This will afford you more time to engage your clients and generate new commercial opportunities while saving you time, expense and administrative resources.

Features and benefits

  • Our team manage your platform while you focus on what really matters
  • Make confident decisions based on accurate, up-to-date information
  • Focus your resources on generating revenue, rather than platform administration
  • We can undertake administration in accordance with multi-jurisdictional regulatory requirements and any other standards that you’re subject to
  • As an FCA authorised company, we can complete certain regulatory activities on your behalf under our own permissions
  • Streamline your processes with digitised KYC/AML checks

The collaboration has brought to life a virtuous circle of networking opportunities way beyond our own circle of contacts, adding leverage for all users of the platform to Delio's already powerful technology.

Marie Helsmoortel Head of Private Banking, ING Read more about how we support ING

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