Delio

Delio Group Update --- We at Delio acknowledge the recent developments concerning our South Korean namesake and wanted to clarify that these events are in no way related or connected to our operations. Emphasising a prudent stance towards cryptocurrency, we maintain our belief in the advantages of blockchain technology, digital currency, and tokenisation. Behind the scenes, we are diligently collaborating with various partners to incorporate these capabilities into our comprehensive white-label private market operating system, Delio Core OS. Stay tuned for more updates! Gareth Lewis Gareth Morgan

Disruptive technology is reshaping the future of asset and wealth management, unlocking opportunities to deliver high-net-worth-style financial solutions to the mass-affluent market—a largely untapped segment with immense potential. PwC highlighted this in its recent Asset and Wealth Management report. With 72% of AWM professionals anticipating a shift toward tech-enabled solutions, the industry is on the cusp of significant transformation. This is especially true for younger investors, poised to inherit an estimated $68 trillion in wealth over the next decade. From hyper-personalisation to sustainability-focused strategies, it’s clear that aligning with values-driven, tech-savvy customers will be key to success. Read the full report to uncover more of PwC’s insights: https://lnkd.in/eTnZsNKf

In case you missed it, ClearList and Delio have partnered to bring digital client experience to the forefront of private markets. Visit our website or contact us today at?[email protected]?to learn about getting access to our portal, ClearListX! #PrivateMarkets #Technology #Innovation

With an ever-evolving regulatory landscape, FT Adviser has reflected on the complexities facing advisers when offering private market investments to their clients. Their analysis reveals that nearly two-thirds of advisers avoid private market investments, with regulatory complexities being a major deterrent. Only 20% of advisers have clients invested in private markets, where such investments make up an average of 17% of these clients' portfolios. Although private equity is noted for strong long-term returns, just 15% of advisers plan to increase private market allocations, citing risk aversion and client suitability concerns. Advisers continue to face challenges in navigating opportunities within the private markets; overcoming these complexities will require strategic thinking and technology to support ease of access and broad adoption. Read the full article to uncover more of FT Adviser's insights: https://lnkd.in/eEtaeWCH?

Improving your digital client experience without taking regulatory compliance seriously enough can come with different investment and reputational risks. In our latest blog, Gareth Morgan, Delio’s Co-Chief Executive, discusses some solutions to key compliance considerations which financial firms must navigate when undertaking regulated activities associated with promoting private markets investments. “We’ve designed our Delio Core platform to streamline [appropriateness testing], making it easier to implement tests that classify investors based on FCA categorisations while delivering an effective digital client experience.” Read Gareth’s blog to uncover how pairing our team’s expertise with Delio Core can help you maintain compliance in a complex regulatory environment.? https://lnkd.in/eVAwdNiQ

With private markets responding to new and existing financial and economic challenges, McKinsey & Company has reflected on ten considerations that have shaped 2024. Their analysis shows that private equity is leading fundraising amongst other asset classes that have feel including private debt and real estate. However, the lack of exits continues to weigh on performance, extending holding periods and challenging new fundraising efforts. Infrastructure has gained traction this year though which has been driven by digital and energy demand, with private credit entering new territories. Value creation remains a critical focus for GPs, and sectors like US commercial real estate continue to face significant headwinds. It’s clear that navigating these shifts will require growth-focused thinking and bold strategy. Read the full article to uncover more of McKinsey’s insights https://lnkd.in/e6tfH3ZZ

Private?markets?assets are no longer just for institutional investors. With the introduction of Long-Term Asset Funds (LTAFs), investors can access illiquid assets such as infrastructure, private equity, and real estate without the liquidity challenges that usually accompany these investments. Tim Horne, Head of UK Defined Contribution at Schroders, explains for FT Advisor that financial advisors must adapt to the evolving landscape that is opening up to retail and high-net-worth investors and highlights the importance of private markets investment strategies, “As the UK market evolves, when we are talking to wealth managers and investors, they need to adapt to the new reality of private markets.” Read more from Tim in the FT Advisor’s article, and visit our website via the comments below to see how Delio’s white-label digital operating system works for different use cases? https://lnkd.in/d7s_F5Ni

US-based private equity firms are facing increasing regulatory hurdles for cross-border investments in the UK and Europe, shaped by more complex frameworks. Brexit reforms and expanded foreign direct investment (FDI) rules are now scrutinising transactions across a broader range of sectors, including healthcare, tech, and energy. While these rules have created some challenges, the region offers strong market fundamentals and significant opportunities that are gaining interest for US capital deployment. According to The Drawdown’s article, firms are drawn to life sciences and industrial sectors of the UK and Europe. Looking ahead to 2025, using technology and the right expertise can increase the feasibility of cross-border investments so firms can unlock significant value from new markets. Read the full article in The Drawdown, and learn about the capabilities of Delio’s UK and European investment vehicles via the link in the comments. https://lnkd.in/egVqkmSC

What growth drivers are influencing the private equity secondary market? Investec’s Annual Secondaries Report forecasts strong activity in the secondaries market leading into the next financial year, with significant growth expected across fundraising and deal flow. Nearly all managers (98%) expect their next funds to be larger while deal volumes are set to increase by over 10. GP-led transactions are set to play a pivotal role, helping to unlock liquidity for investors at a time when traditional exit routes remain challenging. High-net-worth individuals (HNWIs) are also poised to become a key source of capital, with 90% of managers expecting greater investments from this group. As private equity grapples with liquidity challenges, the secondaries market is emerging as an alternative for investors seeking returns. Read the full story in Investec’s report to learn more about the anticipated shifts in the market: https://lnkd.in/eq7wbyn9

Our Assistant Vice President of Private Markets Solutions, Ben Cable, is attending Future of Finance’s inaugural The Future of Finance Tokenisation Event on Tuesday 15 October 2024 at The Aon Centre in London next week. This will bring together asset managers, hedge funds, wealth managers and those in the investment community during panels to discuss the current state of the token markets, analyse obstacles to growth and explore the opportunities from the tokenisation markets as they scale. If you’ll be attending, get in touch with Ben to meet on the day. Register your interest and see the full programme of events on Future of Finance’s website: https://lnkd.in/gp2stbg3 #AlternativeInvestments #DigitalAssets #PrivateMarkets #Tokenisation