Five areas of expertise.
One vision.
We support our clients in managing, growing and passing on their wealth across five complementary areas: wealth management, private markets, wealth structuring, financing and digital assets. Every strategy is set within a holistic view of your wealth, built around your personal, family and entrepreneurial objectives.
One point of contact. One consolidated view.
At Delta Finance, we coordinate every dimension of your wealth: investments, financing, structuring, taxation and transmission.
Our role is not simply to manage a portfolio.
Our role is to act as your family’s long-term wealth partner.
Five areas. One mandate.
Wealth management
Active, independent management.
We design and manage bespoke portfolios tailored to your wealth situation, investment horizon and risk tolerance. Our approach combines fundamental analysis, tactical allocation and risk management to pursue sustainable performance across different market environments.
- Discretionary management and investment advisory
- International equities and bonds
- Structured products and yield solutions
- Consolidated multi-bank reporting
- Private and corporate cash optimisation
Private markets
Access what is not available to most.
Private markets are today one of the main sources of value creation for sophisticated investors. Through our international network, we select opportunities usually reserved for professional and institutional investors.
- Private equity and direct co-investments
- Off-market real estate in Switzerland and abroad
- Private debt and structured financing
- Selected club deals
- Pre-IPO and secondary market opportunities
Wealth structuring
Organise today. Pass on tomorrow.
Preserving wealth does not rest on financial performance alone. We support our clients in structuring their assets to optimise family governance, taxation and transmission.
- Luxembourg life insurance (FID)
- International asset structuring
- Family holdings and wealth vehicles
Financing & Engineering
Put the balance sheet to work for your strategy.
We support our clients in sourcing and negotiating financing solutions tailored to their wealth and entrepreneurial projects. Through our banking and institutional network, we secure competitive terms and structures suited to the most complex situations.
- Residential and commercial real estate financing
- Refinancing of existing wealth
- Lombard and asset-backed lending
- Structured debt
- Acquisition and corporate financing
Innovation & Digital Assets
Prepare for the decades ahead.
Technological innovation is durably transforming investment and wealth management. We give our clients access to these new asset classes within a structured, secure framework compatible with private banking standards.
- Digital assets and blockchain infrastructure
- Dedicated investment vehicles (AMC)
- Artificial intelligence and emerging technologies
- DeltaCense infrastructure
- Custody and governance of digital assets