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7 questions to a start-up: Delio

by NS Partners

Fusion – the Swiss FinTech business accelerator – exists to shape innovation in financial services by combining up-and-coming tech talent with Swiss state-of-the-art financial know-how. As a Fusion member, Notz Stucki is actively involved in the process.

Follow our series “7 questions to a start-up” to get a feeling of who are the participants of the accelerator Season 4!

7 questions to Delio

 

1/ Who are you? 

Delio co-founders: Gareth Lewis and David Newman
Delio co-founders: Gareth Lewis and David Newman

I’m Gareth Lewis, the Chief Executive and co-founder of Delio. I moved back to Wales in 2015 to start Delio following a corporate finance career in mergers & acquisitions, alongside qualifying as a chartered account with The Institute of Chartered Accountants of Scotland.

2/ What does your company do?

Delio works with leading financial institutions to deliver customised technology platforms that optimise the distribution, transaction and reporting of private equity, private debt, real estate, social impact and fund investment opportunities.

3/ What’s the founding story behind Delio?

It was our early careers, David in wealth management and myself in corporate finance, that led us to the recognition that the demands of wealth creators were changing. This new generation of wealth creators were becoming more interested in investment opportunities they could know, see, touch, feel and understand. This observation was ultimately the genesis of Delio and lead to us building a tech solution that allows financial institutions to further advance in the private asset space in a structured and compliant manner.

4/ What was your proudest moment in your company’s history so far?

We’re a very team-centric company and culture is a big driver in everything we do at Delio. Therefore my proudest moments often come at social events and Christmas parties. Seeing the team grow and get along is extremely rewarding and makes it all worthwhile.

5/ What’s the vision behind Delio?

Our vision is to provide the tools that enable increased opportunities in the private asset space for both financial institutions and their stakeholders. We believe that the private asset space is a fast growing, high demand segment that today’s wealth creators should not be exploring alone. At Delio, our goal is to be the tech infrastructure that underpins this. This means being a non-conflicted and behind the scenes support infrastructure, that is true to our roots of being above all an effective software solution.

6/ What’s your biggest challenge right now?

For me a day to day challenge is a lack of time. There just aren’t enough hours in the day to follow up on all the potential opportunities that exist.

For the company time is also a challenge, but at the other end of the spectrum. The finance industry moves notoriously slowly, taking time for progress to materialise.

7/ Is there any inspirational saying or words of encouragement you want to share with other creative/disruptive professionals?

Never turn down a meeting or conversation, regardless of geographical boundaries – you never know what may come of it.

And explore international opportunities as early as you can.

Delio Team
Delio Team

Photos & Text: Gareth Lewis, Chief Executive and Co-Founder

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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