Who do we work with?
Thanks to our expertise in private banking, wealth engineering and tax optimization, we offer strategies tailored to our customers' wealth and financial needs.
At Delta Finance, we support :
Wealth management advisors
By providing tailor-made investment solutions and strategic support.
Private investors
Wishing to structure, protect and grow their assets.
The contractors
By helping them manage their excess cash, optimize their tax situation and diversify their investments.
Private investors - Securing and developing your assets
We help private investors, executives and heirs manage their assets. Our strategies maximize the profitability of financial and real estate assets, while optimizing tax and inheritance planning.
Exclusive support aligned with your interests
We place transparency and performance at the heart of our approach, co-investing with our customers to offer them the best investment opportunities.
Our commitments:
- A personalized approach to wealth management: A detailed wealth assessment to structure and optimize your capital.
- Tailor-made investment strategy: selection of the best solutions for asset management, financial investments and tax optimization.
- Total alignment of interests: We invest alongside you to ensure informed, high-performance decisions.
Entrepreneurs - Wealth support and asset management
Entrepreneurs need to manage their business while structuring their private and professional assets. We help them optimize their cash flow, protect their assets and prepare for retirement.
Our solutions for contractors
-
Structuring and protecting business assets
We implement strategies tailored to the wealth management needs of business owners, integrating tax, inheritance and contingency planning.
-
Managing and optimizing surplus cash
We offer financial and real estate investment solutions to transform cash into passive income.
-
Fund-raising and private equity
We support entrepreneurs in their search for private investors, by structuring fund-raisings adapted to their development.
-
Private equity and co-investment expertise
We invest in start-ups and innovative companies, giving entrepreneurs access to strategic and profitable investment opportunities.
Wealth management advisors - A strategic partnership
We work with CGPs and CGPIs, providing them with investment solutions tailored to the needs of their wealth management clients.
Life insurance contract management and asset allocation
- Customized discretionary management, adapted to investor profiles.
- Optimized tax strategies to maximize returns.
Dedicated support for independent asset managers and firms
- Optimize taxation and wealth transfer.
- Access exclusive private equity and real estate opportunities.
Our values and commitments
We advocate total transparency, and can show you the actual performance of our associates, proof of our commitment and expertise.
Transparency and
exclusivity
Expertise and
innovation
customized management
Optimization and
safety
Our partners
An open architecture approach
Delta Finance SA works with Swiss and international Swiss and international private banks, asset management companies and wealth tax experts. Thanks to these strategic partnershipswe offer our clients privileged access to the best the best investment opportunities
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!
News & Insights
Find all our news and analyses of current trends.