Enhance your legacy
Our team of partners and advisers has a vast amount of experience in working with international private wealth. We set up Delfin because we saw that wealth owners often pay high fees for biased, poorly researched or generic advice. We believe that there is a better way. At Delfin you can expect expert guidance and unbiased advice from our team, empowering you to feel in control of your wealth rather than burdened by it.
From advice on investment strategy and governance frameworks to support with deployment, will explore your financial goals with you and develop an actionable plan to support you.
The total value of assets currently under our advice exceeds $15billion. This is perhaps the strongest evidence of our reputation and ability to safeguard our client’s wealth.
CONTACTHow we work with you
Wealth purpose and policy
- Define a customised wealth policy aligned with your values, goals, and long-term vision
- Establish a strategic foundation to guide investment decisions, assess risk tolerance, and set governance frameworks
- Ensure your wealth is structured to meet both immediate needs and support future generations
Wealth health check and optimisation
- Evaluate the current state of your assets through in-depth portfolio analysis
- Identify potential vulnerabilities, overexposures, and areas for improvement
- Ensure investments are resilient, well-diversified, and aligned with your financial objectives
- Proactively manage risk to preserve capital in volatile markets and maximise returns in stable conditions
Investment manager search and due diligence
- Employ a rigorous, research-driven process to identify and evaluate active managers across asset classes
- Leverage extensive network and market insights to select managers with consistent performance, transparency, and alignment with your strategic goals
Benchmark and passive portfolio construction
- Develop customised benchmarks and tailored passive portfolios for a structured, cost-effective approach
- Collaborate with you to define benchmarks aligned with your investment goals, time horizon, and risk tolerance
- Use advanced portfolio management techniques to design passive strategies that capture market performance, minimise costs, and reduce tracking errors
- Provide a reliable, efficient pathway to consistent, long-term growth
Responsible investing advisory
- Develop a tailored Environmental, Social, and Governance (ESG) policy that aligns with your values and investment goals
- Conduct regular ESG audits to evaluate your portfolio’s adherence to these standards
- Identify opportunities for improvement or realignment to enhance sustainability within your investments
Outsourced CIO services
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Sourcing OCIOs who can enable dynamic asset allocation, fast decision-making and execution
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Identify, evaluate and monitor third-party investment managers across asset classes
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Institutional-grade research and broad market intelligence
