Wealth management and customized investments
At Delta Finance, we design investment and wealth management solutions tailored to the needs of private investors, entrepreneurs and wealth management advisors.
Customized portfolios
Optimized management of your assets
We build customized investment portfolios, aligned with your financial objectives and risk tolerance.
- Strategic asset allocation: selection of the best asset classes to optimize return and security.
- Investment diversification: Combining investments in financial markets, private equity and real estate.
- Access to exclusive opportunities: Opportunities that we analyze and select for ourselves.
- Discretionary or advisory mandate management: Choose between delegated management or personalized follow-up with our experts.
Life insurance contract management - CGPI
We act as a mandated asset manager for life insurance policies underwritten by French Asset Management Contracts. No direct distribution, but discretionary, tailor-made management based on trust, performance and complementarity with CGPs.
- Mandated management: We intervene once the contract has been set up by the asset manager.
- Asset allocation expertise: dynamic, personalized management.
- Working with French CGPs: a relationship of trust, respect for the regulatory framework.
- Rigorous monitoring and performance: Continuous adaptation to end-customer objectives.
Wealth planning and asset structuring
We can help you organize, structure and pass on your assets with complete peace of mind.
- In-depthanalysis to identify areas for tax and financial optimization.
- Tax optimization and recommendations: Tailored strategies to reduce taxes and maximize returns.
- Legal structuring: Implementation of solutions tailored to your situation (holding companies, trusts, SCIs, etc.).
- Transfer of ownership: Anticipating and optimizing succession.
Real estate investments and structured finance
Real estate is an essential lever for diversifying and securing your financial assets.
- Access to exclusive opportunities: Investments in France and Switzerland in which we are investors
- Optimized structuring and financing: Search for banking solutions on the most advantageous terms.
- Real estate asset management and valuation: profitability monitoring and customized asset structuring.
Private equity - Invest in the economy of tomorrow
We select high-growth projects with attractive return prospects.
- Investments in the sectors of the future: artificial intelligence, quantum, blockchain, biotech.
- Co-investment opportunities : Access our deals in which we are involved. Total alignment.
- Participation in fund-raising: Support for innovative, fast-growing companies.
Real estate financing and refinancing - Optimize your financial leverage
We support our customers in financing and refinancing their real estate assets, seeking out the best options available on the market.
- Customized mortgages: Negotiate optimal terms with our banking partners.
- Optimizing profitability: bank leverage frees up cash for investment while preserving assets.
- Refinancing and asset restructuring:Improved financing conditions for increased profitability.
- Legal and financial support: Assistance with administrative and tax formalities related to investments.
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
Expertise and
innovation
customized management
Optimization and
safety
News & Insights
Find all our news and analyses of current trends.
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!