Family Office · Geneva
WE INVEST OUR OWN MONEY, GROW WITH US
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A Family Office
with a singular vision

At Delta Finance, we only recommend strategies in which we are ourselves invested. Listed markets, private equity, real estate: we align our interests with yours.

Transmission intergénérationnelle
Our philosophy

Your wealth deserves more than a traditional banking relationship.

Managing wealth well is a profession, not a service one delegates lightly. Our clients entrust their capital to people who do this for a living and for themselves, combining the rigour of institutional finance with the conviction of private investors.

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We manage your wealth like it’s ours, because we hold it to the same standards.

Total alignment

We invest our own capital in the strategies we recommend.

Open architecture

The entire investment universe is open to you, from our in-house solutions to the best products on the market. You decide, in full transparency.

Privileged access

Private equity, real estate, private debt, exclusive opportunities and co-investments reserved for our network.

Entrepreneurial vision

We think like investors and entrepreneurs, not like distributors of financial products.

A Family Office built by investors.

Delta Finance supports entrepreneurs, families and private investors in the comprehensive management of their wealth.

Drawing on our expertise across financial markets, private equity and real assets, we build tailored strategies aligned with each client’s objectives and constraints.

Our ambition is not to serve the largest number of clients. It is to be the trusted partner of a select circle of demanding investors.

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We help you structure, grow and pass on your wealth.

We build solutions around your objectives, drawing on our private banking expertise, our markets knowledge and our international network.

Bespoke portfolios

We build investment portfolios perfectly aligned with your wealth objectives. Strategic diversification, rigorous asset selection, controlled performance.

Support and asset planning

We support you in wealth planning tailored to your short, medium and long-term objectives, from structuring to the transfer of your capital.

Real estate deals and debt financing

Access exclusive real estate deals and bespoke solutions for the financing and refinancing of real estate debt, in partnership with our trusted partners.

Life insurance management

Optimise your life insurance contracts with our tailored strategies. High-performing investment vehicles, optimised structuring, advantageous taxation.

Our experts are here to listen and offer you customised solutions.

Through our exclusive network of private bankers, we find the solutions best suited to the needs of high-net-worth investors and entrepreneurs looking to structure their financial wealth.