Deltec is a diversified independent financial services group based in The Bahamas that offers our global clients the unique combination of institutional expertise, bespoke solutions, and highly attentive service that only a boutique can provide. Our top-ranked team has one focus: enhancing client wealth. Deltec provides the following Global Financial Services under one umbrella to private and institutional clients: • Private & Corporate Banking • Wealth Planning • Investment Management & Investment Advisory Trading • Corporate, Fiduciary & Trust Services • Fund Creation & Administration • Corporate Advisory & Merchant Banking • Financial Products & Tools • Captive Insurance & Private Placement Life Insurance • Family Office Services • IPO / ICO Advisory • Investment & Market Research The Deltec Group of companies includes Deltec Bank & Trust Limited, Deltec Fund Services Limited, Deltec Investment Advisers Limited, Deltec Securities Ltd, Long Cay Captive Management and Halcyon Life. Deltec remains independently owned by a core group of clients and employees since inception.
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The Deltec annual revenue was $14.2 million in 2026.
Jean Chalopin is the Chairman of Deltec.
55 people are employed at Deltec.
The NAICS codes for Deltec are [522, 52, 522110, 5221, 52211].
The SIC codes for Deltec are [602, 60].