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DirectoryFinance & InsuranceExternal Asset ManagementGenevaDF Delta Finance SA
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DF Delta Finance SA

Summary

About the company

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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Wealth Management with Customized Portfolios
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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Location

Rue du Mont-Blanc 14
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-217.168.896
Founded
2015 · 11 years
Last commercial register change
April 3, 2025
Employees
1 to 10

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