Providing financial services globally for more than 70 years.
Deltec is a diversified independent financial services group offering global clients a unique combination of institutional expertise and bespoke solutions. With over 70 years of experience, Deltec focuses on enhancing client wealth through a comprehensive suite of services. These include private and corporate banking, wealth planning, investment management, investment advisory trading, and corporate, fiduciary & trust services. Deltec also excels in fund creation and administration, corporate advisory & merchant banking, financial products & tools, captive insurance, private placement life insurance, family office services, and IPO/ICO advisory, supported by robust investment and market research. Deltec's primary address is Deltec House, Lyford Cay, P.O. Box N-3229, Nassau, BS.
The Deltec Group encompasses Deltec Bank & Trust Limited, Deltec Fund Services Limited, Deltec Investment Advisers Limited, Deltec Securities Ltd, Long Cay Captive Management, and Halcyon Life. Deltec remains independently owned by a core group of clients and employees since its inception. The company is dedicated to providing top-tier financial services and solutions to meet the diverse needs of its global clientele. Deltec continues to build on its legacy of excellence, innovation, and client-focused service, ensuring sustainable growth and success.
Deltec is committed to driving financial success for its clients worldwide. With a rich history and a forward-looking approach, Deltec is well-positioned to navigate the complexities of the modern financial landscape. We invite the manager of Deltec to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.
Compare Deltec with 3 companies in Financial-Services
| Comparison Field |
DeltecMain Company |
Evelyn PartnersView Profile |
Polley Wealth Manage...View Profile |
The Sooner Private F...View Profile |
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Founded Year
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— | |||
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Company Size
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— | 1,001-5,000 | 2-10 | 2-10 |
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City
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Orlando, Florida | Salem, 03079 | ||
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Country
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United States | |||
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Skills & Keywords
Comparing with main company
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18 Total Skills
Financial Services
Wealth Management
Investment Banking
Corporate Banking
Fund Administration
Trust Services
Private Banking
Wealth Planning & Structuring
IPO / ICO Advisory
Merchant Banking & Corporate Advisory
Investment Management
Private & Corporate Banking
Family Office Services
Fund Creation & Administration
Private PLacement LIfe Insurance
Corporate & Fiduciary Services
Investment Research & Advisory
Captive Insurance
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14 Total
2 Common
12 Unique
Match
11%
Common Skills:
Fund Administration
Wealth Management
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Financial Planning
Forensic Services
+6
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13 Total
1 Common
12 Unique
Match
6%
Common Skills:
Wealth Management
Unique Skills:
Asset Protection
Estate Planning
Financial Planning
Income Planning
Investing
Legacy Planning
+6
|
14 Total
14 Unique
Unique Skills:
Accredited Investments
Advanced Tax Planning
Business Exit & Succession Planning
Business Value Acceleration
FIBA
Financial Planning
+8
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