The core activity of Delta Finance is asset management, particularly global asset management, wealth management and investments. The company offers its clients individual asset strategies, asset management, investment advice, tax optimization and access to exclusive investment opportunities in private equity and real estate.
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Products & services
Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Customized investment portfolios, discretionary or advisory mandates, strategic asset allocation, diversification across financial markets, private equity and real estate.
Wealth Planning and Structuring
Analysis of assets and tax situation, tax optimization, legal structuring, succession and transfer planning for private and business wealth.
Real Estate Investments and Property Financing
Real estate investments in Switzerland and France, access to selected opportunities, mortgages, refinancing and structured financing for property assets.
Life Insurance Policy Management
Mandated management of life insurance policies, especially through French asset management contracts, with individual allocation and ongoing monitoring.
Private Equity Investments
Selection of private equity investments, co-investments and participation in fundraising rounds for growth companies and innovative sectors.
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