"WE INVEST OUR OWN MONEY-GROW WITH US".

A family office
with a unique vision

At Delta Finance, we invest exactly as you do, in opportunities that we have first validated for ourselves. Listed markets, private equity, real estate: we align our interests with yours.

Time, the one asset you can't buy back

Those who place their trust in us have neither the time nor the inclination to manage their wealth, but demand a clear and instantaneous view of their assets. At Delta, we maximize their passive income without wasting a second, while remaining available at all times.

Invest with conviction,
with complete transparency.

Our mission?

Our values and commitments

Have you had enough of bankers advising you without following their own recommendations?

We advocate total transparency, and can show you the actual performance of our associates, proof of our commitment and expertise.

Transparency
and exclusivity

We offer exclusive support, based on transparency and innovation.

Expertise and
innovation

Strategies based on in-depth analysis and innovative financial solutions

customized management

Each customer benefits from dedicated follow-up and a tailor-made approach.

Optimization
and safety

We guarantee clear, optimized management of your assets.

An investment philosophy aligned with your interests

Passionate entrepreneurs

Delta Finance is an asset management company based in Switzerland, France and Dubai and run by passionate entrepreneurs.

Comprehensive asset management

Specializing in global asset management, our mission is to help our customers realize their long-term financial ambitions, with transparency and commitment.

What makes us different

Founded by a group of investors with varied profiles, Delta Finance acts as your dedicated family office.

Who we are

Wealth management and investments

We can help you structure, enhance and pass on your wealth, thanks to our expertise in private banking, our mastery of financial markets and our international network.

Customized portfolios

We design tailor-made investment portfolios, perfectly aligned with your wealth objectives.

Through strategic diversification and rigorous asset selection, we maximize performance while controlling risk, for efficient, personalized management of your assets.

Support and asset planning

We'll help you plan your assets to meet your short-, medium- and long-term objectives.

From structuring your assets to passing them on, we anticipate every stage to optimize your investments, protect your interests and guarantee the long-term future of your capital.

Real estate deals and debt financing

Access exclusive real estate deals and tailor-made solutions for real estate debt financing and refinancing.

We identify the best opportunities on the market, working with trusted partners to maximize your return and secure your investments.

Life insurance contract management

Optimize the management of your life insurance policies with our tailored strategies.

We select high-performance investment vehicles for you, and put in place an optimized structure to ensure long-term value for your savings, while benefiting from tax advantages.

Our services

Key figures

We don't just support our customers, we invest alongside them, hand in hand, to grow our assets together.

Customers

Partners

Office

Active, optimized asset management

Our approach to wealth management is based on a combination of asset diversification, strategic allocation and discretionary management. We support our customers in enhancing and securing their financial assets, drawing on our expertise in asset management, wealth engineering and tax optimization.

Innovative, high-performance investment in and around Geneva

We develop personalized investment strategies tailored to our customers' objectives, combining portfolio management, diversified financial investments and innovative wealth management solutions. Thanks to our open-architecture approach, we select the best financial products, investment funds and UCITS, while taking into account the asset situation and ambitions of each investor.

Help with opening banking relationships and negotiated prices around Geneva

We facilitate access to Swiss and international private banks, negotiating preferential terms for our customers on banking products, financing rates and portfolio management services.

Our partners

Contact us

Thanks to our exclusive network of private bankers, we are able to find the solutions best suited to the needs of high-net-worth investors and entrepreneurs wishing to structure their financial assets.
Our experts are on hand to offer you tailor-made solutions!