For over 70 years, Deltec has been committed to providing innovative solutions and the highest quality of bespoke service possible.
We are proud of our highly customized and diversified financial services portfolios, designed to cater to the unique needs of our clients.
We are an independent financial services group owned by a group of client shareholders.
Our private bankers help clients manage, enhance and protect their clients’ wealth by providing advice and services that are customized to their investment profiles and financial objectives.
Family Office Services
Our goal is to be a client’s most trusted advisor. We believe a family office should perform services tailored to the specific needs of a family – proactively anticipating what lies ahead so a client doesn’t have to shoulder this burden.
Wealth Planning and Structuring
We have a long history of partnering with our clients and their advisers to structure and implement long-term strategies for wealth planning, asset protection, tax planning, inheritance planning and consolidation of wealth.
Investment Management and Advisory
As an independent institution, we are able to offer a truly open architecture platform. The success of our platform is built on the intellect of our team, the intelligence of our ideas and the discipline of our process.
Fund Administration Services
Private investment funds allow one or more investors to have their own fund and benefit from synergies resulting from capital pooling and fund investing, which includes pooling different types of assets, increasing the efficiency of investment portfolios and engaging capital markets with a professional profile.
At Deltec, we offer a comprehensive fund administration solution that includes accounting, investor relations and corporate services, and can also entail banking, financing, trade execution and custody.
Through our direct investment platform, we have clients interested in potential investment opportunities, irrespective of market conditions. Through these capital raising strategies, we have played a key role in helping many business entities owned by our clients grow.
We have extensive experience working with companies in transition or those requiring financial restructuring or turnaround services. We advise our clients on transactions of all sizes – from large cross border and domestic deals through to smaller complex transactions.
Through our investment team and direct investment partners, we provide corporate advisory services to the businesses of our clients and their families. These services include: Advice on mergers, sales, acquisitions, and spin-offs in addition to Monetization and exit strategies for small to mid-cap family businesses.
Captive Insurance Company
A captive insurance company is a company that is established with the primary objective of insuring or reinsuring the risks arising from the operating business of its owners.
A captive insurance company, an insurance company owned by your business, or by you personally, allows for a more tailor-made policy that covers the exact risks of your business at a much lower cost than traditional third-party insurers.
As an added bonus, the captive premium expense is tax deductible to your business and the premium income of the captive is favorably taxed, if at all. Over time, as these premiums accumulate, they can be invested to generate additional income which can then be distributed back to the shareholder.
Deltec produces proprietary investment research for both private and institutional clients globally. Our investment research is focused on producing insightful research and generating investable ideas that add value to our clients’ portfolios:
High Quality Content: We generate relevant global strategy & economics research and analysis and bespoke research projects, not maintenance reporting.
Independent Views: Our views are not influenced by investment banking relationships and are often backed by Deltec’s funds.
Exclusive Access: We provide our investment research to only a very limited number of clients.
Deltec Bank & Trust is a financial services institution serving the unique needs of global private, corporate and institutional clientele. It is the flagship company of Deltec International Group, a diversified independent financial services group, providing a range of private banking and fiduciary expertise.
Thank you for your interest in the Deltec Initiatives Foundation. You can contact us using the form below.
Before sending a message to us, kindly note that we do not accept requests for funding. Thank you for your understanding.