Deltec

Deltec

Financial-Services

Company Tagline

Providing financial services globally for more than 70 years.

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Paul Stappard Wilshire Bethel Harald De Laere Kevin Burrows

Compare Companies Side by Side

Compare Deltec with 3 companies in Financial-Services

4 Companies
Comparison Field
Deltec
Deltec
Main Company
Evelyn Partners
Evelyn Partners
View Profile
Polley Wealth Management
Polley Wealth Manage...
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The Sooner Private Financial Council
The Sooner Private F...
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Founded Year
Company Size
1,001-5,000 2-10 2-10
City
Orlando, Florida Salem, 03079
Country
United States
Skills & Keywords Comparing with main company
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
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
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
4
Total Companies
Oldest Founded
1
Countries
51
Unique Skills

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Alternative Company Names

This company is also known as

Deltec 德尔泰克 डेल्टेक ديلتيك Делтек