Legacy Building, Banking & Wealth Planning for Global Entrepreneurs

Deltec has a 75+ year history of financial stability, a highly-disciplined approach with billions in assets under management, and a team of over 100-people – with globally focused portfolio managers, investment analysts, economists, strategists, traders, trust officers, lawyers and certified public accountants.

The security of our clients’ assets is the cornerstone of what we do. We operate with no debt, no proprietary trading*, no commercial loans, and no leverage. We remain conservative in our credit policies given our commitment to sound capitalisation, and all relevant regulatory requirements.

* We do not operate a balance sheet based banking model. This means we do not make our money by earning interests by investing our clients deposits. We generate income on fees for offering excellent banking services. This means the Bank will never be exposed to a liquidity/maturity mismatch that caused the 2023 banking failures.

Deltec maintains zero risk exposure to crypto. While we support innovators who are working to create novel solutions to some of the world’s most pressing challenges, we do not allow that to increase our risk as a bank.

We do not provide digital asset services. We neither hold nor trade digital assets for our own account or on behalf of our clients.

We do provide private or corporate banking, investment and wealth planning, trust, and fiduciary services to global entrepreneurs, creators, and innovators.

Our clients choose us for our demonstrated expertise in managing and advising on complex, global affairs as they affect their wealth and their professional endeavours.

We’re particularly good at helping high-net-worth individuals and families navigate challenges and leverage opportunities created by globalisation. We maintain thought leadership on global events affecting wealth planning and ensure continued compliance with evolving international laws and regulations.

Entrepreneurs and families have trusted Deltec Bank for generations. You can rely on Deltec Bank to be there at every stage of your financial journey — and as fiduciaries, we have a duty to always put your interests first.

Our expertise in global financial markets and structuring wealth for generations have made Deltec Bank a leading institution, while our conservative strategy, strong balance sheet and history of profitability make us a secure and stable partner.

The Bahamas remains a prominent international financial centre for its ongoing commitment to global banking. As a common law jurisdiction, investors access the full range of trusts, foundations, and intergenerational structures for both fiat and alternative assets. Uniquely, the jurisdiction has also incorporated Luxembourg’s “Stiftung” to welcome clients from civil law jurisdictions.

Entrepreneurs and innovators are continuously welcomed, demonstrated by the presence of many investment managers and business leaders with a global, no-borders view. For example, health tourism has long sat at the top of the nation’s agenda since early last decade.

This follows the $410 million transformation of Nassau’s international airport, which was completed in 2013. It now serves direct flights to London, Montreal, Los Angeles, and Panama City, among others.

Finally, in response to the rise in remote working following COVID-19, the nation improved its economic permanent residency programme by opening a pathway to citizenship after ten years.

Learn more about The Bahamas as a Financial Centre.