Our promise
Our approach
Personalized and competent
As a dedicated wealth manager, we offer tailored and expert wealth management services. We make it a priority to understand your long-term financial objectives, providing you with insightful advice on the most suitable investment strategies to reach them.
Transparent communication
We are committed to transparent communication, providing clear insights into portfolio performance and investment decisions. Our personalized approach is designed to accommodate your unique needs and preferences.
Continuous market analysis
Our team conducts ongoing analysis of financial markets and investment opportunities, ensuring that your portfolio remains strategically aligned with your goals.
Our DNA
Who we are
Always forward-looking, Delta Finance actively looks after theinterestsandassetsofitsclientsacrossgenerations.
Taking Wealth Management to another level, constantly seeking alpha for your wealth, for your investments, for your business, or any other matter that we can help with.
Throughout a lifetime, your needs, your investment goals, your interests, and your problems change.
Our mission is to continually follow your objectives and tackle your problems providing services and solutions that best fit your needs.
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Financial investment
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Access our expertise in global financial markets, alternative investments and private markets.
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Ensure long-term prosperity, gathering the tools needed to make sound investment decisions.
Our dealflow
Private equity, private debt, real estate. Because we think that the extra performance doesn't come from the core portfolio but from the deal you have access to.
Our alignment
We always invest alongside you on every deal we structure Like you, we are mobile and happen to be available at all times. Our Geneva office is the group headquarter and stands at perfect epicenter to offer our clients a combination of security, banking quality, and unparalleled expertise.
Our difference
What sets us apart
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Our deal flow
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Asset management
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Service to businesses and families
Our process
How we work
Your situation
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Global overview of your current situation;
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Identification and assessment of your important matters.
Troubleshooting
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Converge to your optimal situation with our team of in-house experts or third parties in every sector.
Planification patrimoniale et fiscale,
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Planification de l'héritage et de la succession,
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Family office et services fiduciaires,
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Gestion du style de vie
Asset Management
In constant search for innovation and performance, we long to identify new trends in the ways we live, we work, and we move. It is crucial for us to be able to take part in the evolution and invest in a diversified range of opportunities.
We create a tailor-made portfolio composed of high-performing assets, including:
Derivatives & Structured Products: "Open architecture, providing access to many different issuers with top ratings."
Private Debt: "Structured credit operations for real estate projects, offering strong guarantees and high returns."
Securitization Solution: "Offers a new dimension to your direct investments."
Investment Funds: "Including traditional and hedge funds; we also seek alternative strategies that think outside the box."
IPOs and Pre-IPOs: "Opportunities to invest in companies during pre-IPO and IPO stages."
Private Equity: "Access to direct investments in fast-growing companies."
