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.


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

13.4% YTD

Deltec Long Distance Fund

4.75% YTD

Deltec Dynamic Cash Fund

7.3% YTD

Deltec Global Absolute Return Fund

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.

No Data Found

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

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Paul Stappard

Global Head of Investments

Having graduated from Newcastle University in 1995, Paul has over 25 years of experience in financial markets, including as an equity analyst, fund manager, economist as well directly managing and advising clients.

After 20 years working in the city of London for Barclays Wealth, Coutts & Co and finally Société Générale Hambros, Paul began a new life in the Bahamas in 2017, working for Deltec Bank & Trust Limited. Having started as Head of Advisory, he progressed to Head of Portfolio Management and then to his current role as Global Head of Investments in January 2023.


Robert Turnquest

Senior Investment Advisor

Robert Turnquest is a Senior Investment Advisor at Deltec Bank & Trust Limited and joined the firm in March 2013. Robert manages private client portfolios, conducts investment research and analysis and propose recommendations on fund investments and other asset classes considered for portfolios.

He also supports the management and development of unique in-house investment funds and products.

In addition, Robert serves as Chair of the Deltec Initiative for Young Entrepreneurs, a pillar of the Deltec Initiatives Foundation. Prior to joining Deltec, Mr. Turnquest was a Senior Associate at Morgan Stanley Alternative Investment Partners, where he performed due diligence on European and Asian based hedge funds as the lead investment analyst based in London.

Mr. Turnquest holds a Bachelor of Science in Economics degree with a concentration in Finance and Global Analysis from The Wharton School, University of Pennsylvania. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.