Deltec’s interest in
innovation is limitless

We're helping to make the world of finance and insurance more accessible, less opaque, and easier to navigate for innovators and trailblazers in rapidly growing industries.

    Learn more about multi-currency banking, fund services, and insurance with the Deltec Group of Companies.

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    02. Who we are

    We are a robust, modern banking, finance, and insurance ecosystem

    We create financial and insurance services that respond to the needs of today’s innovators, trailblazers, forward-thinkers, and inventors, and help to drive the growth and realize the potential of their ideas, businesses, and assets, to, in turn, create a better world.

    01. We are audacious, but always cautious.
    The world is more and more risk adverse. In many cases this risk aversion hinders or even blocks creativity and innovation because it appears too difficult for entrepreneurs and sometimes insurmountable. As a group of regulated entities, we are here to guide and help innovators to comply with many of the various constraints of rules and regulations, so they can keep their eyes on their success and road ahead.
    02. We believe in the future.
    We are not afraid of what’s new or unchartered. We explore, we research, we assess risk, we learn, we embrace, we implement. Yet, as regulated entities, we never forget the essential rules of safety and compliance in banking and insurance.
    02. Trusting disruption


    Innovation challenges institutions and takes people out of their habits and comfort-zone.

    We believe in positive disruption to continue pushing our man-made evolution toward a better, more equitable and more sustainable world.

    Visit Deltec's forum Trusting Disruption

    The Modern Finance & Insurance Group

    We are an ecosystem of interconnected companies building the future of finance in support of innovation.

    Deltec Bank

    Global banking, fiduciary, investment, and fund administration platform, providing regulated financial services in support of growing businesses and entrepreneurs


    Full-service digital asset financial services. Multi-currency banking, digital asset and NFT custody and multi-asset trading

    Deltec Fund Services Limited

    Comprehensive fund structuring, setup and administration services.

    Deltec Investment Advisors Limited

    Bringing clarity to the IPO process for SMEs by saving time and cost to achieve listing objective in US Exchanges.

    Global insurance

    Insurance solutions for global citizens.

    Deltec Initiatives Foundation

    The aim of the Deltec Initiatives Foundation is to foster an environment that empowers young Bahamians to drive positive social impact through the power of arts, entrepreneurship and education.

    Learn more

    Administering and managing your family of funds with Deltec Fund Services

    Deltec Fund Services

    Whether it’s your first private family fund, or a family of hedge funds, working with our experienced fund administrators drives substantial savings, removing the fixed costs of taking on the heavy lifting.

    The Deltec Fund Services platform administers, supports, and maintains compliant funds, taking into consideration relevant laws and regulations while preserving maximum flexibility. Our structures combine technology and expertise to handle multi-asset classes, private equity, and complex fund structures while mitigating operational risks.

    Launch Support
    Fund Formation and Structuring
    Core Fund Administration (Investor Relations and Fund Accounting)
    Corporate Secretarial Services
    Regulatory Reporting
    Corporate Governance

    Unique access to global markets with Deltec Investment Advisors Limited

    Deltec Investment Advisors

    Deltec Investment Advisor’s IPO advisory services ensure your company receives optimal IPO preparation and execution while reducing fixed costs and mitigating disruption to management’s important work. Deltec’s dedicated team is made up of former U.S. Exchange experts, regulators, and capital market practitioners to help effectively navigate the ever-changing capital markets environment.

    Through Deltec Corporate Advisory, Deltec Investment Advisors Limited specializes in IPOs and secondary listings for companies in North American and European capital markets, American depository receipts (ADRs) to innovative businesses, including the technology and healthcare sectors, and advising on private equity and venture capital investments.


    Transaction advice including feasibility, structure, timing, and valuation support


    Drafting and preparation of offering documents and business planning


    Direct access to leading legal counsel, analysts and underwriters


    Investor relations and communications strategy, to ensure clear messaging


    Rigorous transaction execution with a focus on minimizing client distraction

    On-going support

    Assessments, timely disclosures, on-going listing compliance strategy and visibility/branding program

    Unique access to global markets with Deltec Investment Advisors Limited

    Deltec Innovative Asset Management

    Deltec Innovative Asset Management is a holistic service provider exclusively for the innovative, disruptive, and self-made.

    Deltec Innovative Asset Management advises ambitious entrepreneurs, founders and innovators who hold significant wealth across various asset classes, including digital assets.

    Deltec Innovative Asset Management offer both the expertise necessary to effectively managing new wealth and unrivalled access to the full suite of exclusive services within traditional wealth management and opportunities in alternative investments.

    Asset Management Advisory
    • Extensive Cryptocurrency Proficiency
    • Seamless Management of Client Accounts
    • 24/7 Services (Trading, Payments, Digital-Fiat Conversions)
    Wealth & Digital Asset Management
    • Brokerage
    • Asset Custody (Alternative, Digtal, Traditional)
    • Multi-Currency Fiat or Crypto Accounts
    • Payment & Conversion Services
    • Tailored Investment Solutions
    • Lombard Lending
    Estate Planning
    • Multi-Generational Wealth Planning
    • Trust, Foundation or Custom Structures
    • Corporate & Fiduciary Services
    Fund Administration
    • Fund Formation & Structuring
    • Corporate Services & Governance
    • Complete Administrative Management

    Captive Insurance with DelCap

    Deltec Innovative Asset Management
    What is Captive?

    Captive insurance is a regulated form of self-insurance that is created, owned and controlled by its insureds

    Why Bahamas?

    When you choose to domicile you captive in Bahamas, you can be confdent you choose well

    How do I form Captive?

    Whether considering forming a captive or redomicling an existing one, we make tha process as smooth as possible

    What is a Captive?

    A captive insurance company is a licensed insurance company that is owned and controlled by its insureds and primarily insures the risks of its owners.

    Why DelCap?

    Deltec offers a comprehensive solution to guide you from determining whether a captive is right for you to helping create and manage your captive – all while guiding you through the paperwork, regulatory considerations, and administrative steps in between.

    How do I form a captive?

    Whether considering forming a captive or redomiciling an existing one, our experts make the process as smooth as possible.

    Halcyon Life

    Halcyon Life, Ltd. is a Bahamas domiciled life insurance company that provides life insurance to high net worth, non-US persons.

    Halcyon issues coverage in the form of a non-cash value whole of life insurance contract. This product provides clients with the convenience of funding premium in one single payment (if desired), investment flexibility, as well as a tool to assist with wealth transfer and tax efficiency.


    Our Team

    A dynamic team of financial, technology and regulatory experts.

    Our Executive Team

    Deltec's Executive team has a broad wealth of knowledge in innovative industries, such as blockchain and digital assets space as well as banking and insurance and work to provide uniquely designed financial and insurance solutions to the rapidly growing innovation sectors.






    Chief Commercial Officer


    Managing Director in the Forensic Accounting & Advisory Services practice at FTI Consulting, focusing on shareholder engagement, activism and the M&A solution offering.


    Founder and Principal of Liquid Advisors

    Annemarie is a seasoned financial services lawyer/strategist with substantial SEC, law firm, and in-house legal experience, including experience in broker dealer regulation, blockchain legal and regulatory issues, securities transactional work, SEC rules and regulations, corporate governance, and international expansion.

    Dr. Gideon Berger,

    Serves as Co-Chief Investment Officer of the Hedge Fund Solutions Group and served as Senior Managing Director at The Blackstone Group L.P.


    Former PwC Crypto Leader and Partner and former Chairman of the FinTech Association of Hong Kong, and an Adjunct Professor at the University of Hong Kong where he teaches the first FinTech university course globally.

    05. Connect

    The Future Will Be Built As Partners

    We partner with you to design the best solutions across financial and insurances services in support of your business and individual goals. Connect with us today.

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