Why choose Delta Finance?

Management and recommendations by investors, for investors.

At Delta Finance, we're reinventing wealth management with an aligned, innovative and transparent approach.

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Co-investment at the heart of our services!

Active management of financial and property assets

We design customized portfolios and provide personalized advice, balancing performance, diversification and security.
We integrate diversified investment strategies tailored to the needs of private investors, entrepreneurs and family offices.

Private equity and alternative investments

We select innovative, high value-added projects by investing in growth companies, sustainable infrastructures and forward-looking technologies.
Our strategic allocations include equities, bonds, private equity and real estate.

Tax optimization and wealth structuring

Thanks to advanced tax planning, we optimize the transfer and protection of assets by integrating solutions tailored to your needs.
Like top-of-the-range life insurance or optimized legal structures.

Long-term asset management

We favour a sustainable approach to wealth management, adapted to economic trends and market cycles, while ensuring strategic flexibility.
Our independence gives us access to exclusive opportunities and enables us to select financial investments with a single objective: performance and capital security. 

An innovative, independent vision

Our wealth management advisors keep abreast of the latest developments in real estate, tax planning and private banking, so they can provide you with all the financial and other investment recommendations you need.

Project origins and core values :

After several years' experience in wealth management and investment, the founders of Delta Finance decided to join forces to create an independent family office.

Their goal:

To offer transparent management, aligned with customer interests and incorporating the best financial investment practices.

A regulated, secure framework

Delta Finance is regulated by FINMA, guaranteeing transparency and compliance with Swiss and international financial standards.

  • Legal and tax security: Strict compliance with current regulations.
  • Transparent asset management:
    Detailed monitoring and regular performance reporting
  • Investor protection: A rigorous approach to securing every investment.
  • Balance between security and performance: solid investments that generate high returns, while maintaining a core of secure assets.
  • Relationships based on trust and proximity:
    Regular exchanges with our customers enable us to identify the best opportunities and build a wealth management strategy aligned with their financial and personal objectives.

Investment strategies to suit every profile

Our management and consulting firm builds diversified portfolios, integrating investments in financial markets, private equity and real estate.

Tailor-made asset allocation

We tailor our strategies according to age, overall wealth, financial aspirations and inheritance objectives.

Optimized diversification

We combine traditional and alternative assets to maximize performance while controlling risk.

Strategic, responsive support

Our experts continuously monitor investments and adjust allocations according to market opportunities and conditions.

Future-oriented investment opportunities

We identify growth sectors and actively participate in innovative projects in the following areas:

Investing in the technologies of tomorrow

We design tailor-made investment portfolios, perfectly aligned with your wealth objectives.
- Technological finance and FinTechs
- Healthcare and biotechnology
- Infrastructure and sustainable real estate
- Artificial intelligence and industry 4.0

Sharing investments in line with your vision

We align each investment with our customers' objectives and values by carrying out an in-depth asset audit, including :
1 - Your investment horizon
2 - Your risk tolerance and available capital
3 - Your sector preferences (green finance, private equity, real estate, etc.)

Careful selection of opportunities

We analyze each sector and company, studying :
1 - Financial performance and potential profitability
2 - Market trends and macroeconomic context
3 - Social and environmental impact

Examples of impact investing

We have invested in Alpinov X, a company that has developed a 3 x more efficient and environmentally friendly industrial cooling solution.
Responding to the growing needs of data centers and urban infrastructures.
Our services

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.

News & Insights

Find all our news and analyses of current trends.

See our articles

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!