Welsh wealth management company expands into new territories.
Business Background Delio Wealth helps financial institutions stay relevant to today’s clients by building a direct private market proposition, delivered through a white labelled digital platform. A gap in the industry was identified by Delio’s co-founders, Gareth Lewis and David Newman. Gareth is a Chartered Accountant with experience in investment banking and mergers & acquisitions. He spotted a recurring theme during practice; he realised that the entrepreneurial clientele he dealt with, were not actively engaging...