We design and manage in global portfolios
We know that pigeon-holed or off-the-shelf investments are not the best for optimising returns over time. Our investment team hails from top-tier banks from both North America and Europe, with a specialism for finding global or alternative opportunities.
Discretionary Portfolios
We provide fully managed solutions in line with different client risk profiles, liquidity needs, and investment objectives.
All investments are selected through a multi-stage, rigorous process designed by a team of investment managers who monitor them daily.
Advisory
Portfolios
As a bank led by entrepreneurs, we believe in uncompromisingly holistic service. We guide our clients through their entire investing journey, from understanding their current needs, ideal targets, and major milestones. We uniquely specialise in both active trading and intergenerational estate planning.
Deltec Managed Funds
Proven Performance
Deltec Global Absolute Return Fund is designed to generate positive absolute returns, with the aim of exceeding global equity returns on a risk adjusted basis over time. These goals are achieved by holding directional positions, both long and short, across multiple asset classes and high conviction positions within asset classes.
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Deltec Global Absolute Return Fund is designed to generate positive absolute returns, with the aim of exceeding global equity returns on a risk-adjusted basis over time. The Fund achieves this by holding high-conviction positions within multiple asset classes.
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For investors who need their money in the next three years, or are retired. This portfolio could reduce the risk of losing money in the short term, but it also won't grow as much as a result
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As a bank for entrepreneurs with a wide network of global partners, we offer tailored investment advice that can suit any life plan.
While you maintain control, advisory at Deltec offers an array of thoroughly researched investment ideas and highly tuned portfolios. We take into account all elements of your estate’s wealth and your goals, while opening the door to cross-border investing and private venture opportunities. Invest your way.
Multi-Asset Trading
Invest, like never before.
Utilise a vast range of investment instruments accessing the world's major exchanges. Let 24/7, integrated analytics guide and guard your financial health.
- Equities
- Bonds
- Cash Equivalents
- Fixed Income
- Derivatives
- Funds
- Options
- Structured Products
- Precious Metals
Team Highlight
Paul Stappard
Head of Portfolio Management
Robert Turnquest
Senior Investment Advisor
