Leverage our expertise and regulatory status to build or enhance your private asset activities.
We appreciate the regulatory and compliance challenges facing organisations offering private assets to individual investors, particularly when operating across borders or service lines. Delio is authorised by the FCA and is equipped with expertise and experience to support our clients in overcoming these hurdles.
We’re able to undertake regulatory activities, given our regulatory permissions, to support our clients’ ambitions in terms of proposition and client experience. Furthermore, we can also offer advice with regard to how clients can best use our technology to effectively fulfil their regulatory obligations.
We have worked with many leading organisations and networks, ensuring that risk and regulatory considerations are identified and fully addressed. This support covers the design and establishment of a private asset offering and the creation of a digital, seamless client journey, for example in terms of undertaking KYC checks on investors, assessing appropriateness, portfolio reporting and financial promotion sign-offs.
We are also able to offer support in areas such as deal sourcing, staff training, client workshops, business model analysis or go-to-market strategies. Always while considering the interplay between commercial ambitions, client needs, governance processes, and regulatory considerations, in a technology solution built for you.
Delio’s consultancy capability spans deeper than being just a technology provider.
We understand that in many organisations, digital transformation and technology initiatives can be very challenging. Many organisations face complex challenges of how to implement technology to change or revolutionise how organisations operate. We understand this.
We provide a partnering technology consultancy service that can be positioned to help to remove obstacles to provide the best possible technical solution for an organisation.
We have over 100 combined years of experience in enterprise scale technology consultancy within our business and are able to offer professional guidance in areas such as technology strategy, transformation planning, low level technical approach, solutions, business strategy, governance and process, accreditation, IT security, change management and operational transformation.
We have worked with many of the worlds leading organisations across multiple technology sectors to deliver enterprise level change. We understand that challenges are there to be overcome and that technology plays a vital part in ensuring an organisation can feel the value that technology brings. We have many years of experience of undertaking these initiatives and the support consultancy can be provided on-site, virtually or in written form, to guide an organisation through change.