At Dalphia Wealth, we elevate wealth management by integrating sophisticated financial strategies with a commitment to philanthropy and Environmental, Social, and Governance (ESG) principles. Our boutique approach is tailored to the unique needs of high-net-worth families who seek to align their investments with their values, ensuring their legacy extends beyond mere financial success.
Our mission is to provide unparalleled wealth management services that foster financial growth and positive societal impact. Through meticulous planning and strategic execution, we help families navigate the complexities of wealth preservation, philanthropic endeavours, and sustainable investing.
Incorporating ESG criteria into investment decisions is not only ethically sound but also a driver of sustainable, long-term returns.
Screening & Selection: Employing advanced screening techniques to identify investment opportunities that meet stringent ESG criteria, including carbon footprint, labour practices, and governance standards.
Portfolio Construction: Designing diversified portfolios that balance ESG considerations with financial performance, using asset allocation models that incorporate ESG factors.
Continuous Monitoring: Implementing ongoing monitoring processes to ensure that investments continue to meet ESG standards and adapt to evolving market conditions.
Thematic Investments: Focusing on sectors that address global challenges, such as renewable energy, sustainable agriculture, and affordable housing.
Private Equity & Venture Capital: Identifying and investing in private companies that demonstrate strong ESG commitments, leveraging our extensive network to source exclusive opportunities.
Performance Measurement: Utilising impact measurement tools to assess both financial returns and social/environmental impact, ensuring alignment with your values and objectives.
Active Ownership: Engaging with portfolio companies to influence ESG practices, promoting transparency, accountability, and sustainable business practices.
Proxy Voting: Exercising voting rights by ESG principles, supporting initiatives that drive positive change.
Collaborative Engagements: Participating in industry coalitions and collaborative engagements to amplify our influence on ESG issues and drive systemic change.
By integrating advanced financial planning, strategic philanthropy, and comprehensive family office services, we help you build a legacy that reflects your values and aspirations.
Strategic Philanthropy
Philanthropy requires more than generosity—it demands strategic insight and meticulous management.
Identifying and prioritising areas where your contributions can make the most significant impact.
Conducting thorough evaluations of potential grantees, including financial health, leadership effectiveness, and program outcomes.
Implementing robust systems to track the performance and impact of grants, ensuring that funds are used effectively.
Crafting bespoke foundations, considering legal structures, governance models, and tax optimisation.
Ensuring compliance with regulatory requirements, overseeing disbursements, and maintaining accurate records.
Aligning philanthropic activities with your family’s values and long-term goals.
Creating tailored frameworks to measure the social and environmental outcomes of your philanthropic investments.
Utilising advanced analytical tools to interpret impact data, providing insights that inform future giving strategies.
Producing comprehensive reports that demonstrate the tangible effects of your philanthropic efforts, enhancing transparency and accountability.
+41 345 087 123 info@dalphiawealth.com
Switzerland
10 Laupenstrasse, Bern 3008
