Sign In

David Newman

Co Founder at Delio

David Newman is a seasoned professional who transitioned from a successful career in wealth management to co-found a fintech business, Delio. Delio specializes in assisting institutions in client acquisition, enhancing client engagement, and standing out in a competitive landscape. The company offers private asset propositions through interconnected white label web and mobile platforms, leveraging industry expertise and feedback from prominent figures in the industry and high net worth clients. David is passionate about the impact of digital innovation in wealth management and welcomes discussions on various topics like wealth managers' responses to fintech, collaboration between fintech startups and established advisors, challenges and opportunities in running proof of concepts in banks, and leveraging fintech for client acquisition and product innovation. With a background in history from The University of Manchester, David also holds certifications from the CFA Institute and has international academic experience from the University of Illinois at Urbana-Champaign. Prior to Delio, he held advisory and management roles at renowned financial institutions like UBS Wealth Management and Barclays Wealth and Investment Management. David's diverse experiences and strong industry connections make him a valuable resource for organizations seeking insights and solutions in wealth management and fintech.

David Newman
Add to my network

Location

London, United Kingdom