Build a global base for your global clients.

Our partnership-based approach allows you to focus on what you’re good at while we do what we’re great at.

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13.4% YTD

A global value-focused fund investing in a small number of developed market equities with a history of quality returns and strong cash flow generation.

A Globally-Focused Booking Center for Your Clients

As an External Asset Manager (EAM), you have the support of Deltec Bank & Trust Limited and The Bahamas as a booking center to diversify and give comprehensive, tried-and-tested options for your clients.

Deltec has been in The Bahamas since 1959.

As both a Bank and Trust, our team of specialists give you privileged access to wealth planning resources, in addition to being able to act as a trustee for unique wealth structuring solutions.

Our specialists are fluent in many languages and work with you to design a wide range of solutions for your clients.

Global

We provide a platform that allows you to consolidate clients from nearly every jurisdiction in the world.

Flexible

We utilise dedicated and tailored solutions that adapt to unique circumstances or the markets.

Complete

We deliver solutions for complex, multi-jurisdictional matters, considering all areas and opportunities for global estate planning.

Your Partners

Michael Schmidt

Chief Commercial Officer

Germaine Simmons

Team Head
Executive Director

Discover Deltec

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Michael Schmidt

Chief Commercial Officer

Michael is a long-time veteran of the global wealth management industry and an entrepreneur at heart, having started his career with Credit Suisse’s apprenticeship programme in Valais, before later leading various teams across several financial centres with BNP Paribas, UBS and Julius Baer.

Michael now calls The Bahamas home, bringing his unique skillset of serving globally minded clients and entrepreneurs.

Germaine Simmons

Team Head, EAM Services

Germaine has 20+ years of banking experience, starting her career with Swiss Bank, UBS, where she obtained a wealth of experience and exposure. Germaine was awarded the opportunity to tutelage under the North American desk in Zurich Switzerland for two years, where she acquired and built her own book of business.

Her career has always been with Wealth Management/Private Banking (with a period in Portfolio Management), with emphasis on the development of Financial Intermediaries (FIM) business, capturing both Business Introducers and External Asset Managers. The path allowed her to establish and grow the FIM Desk during her career.