Maximise your financial potential
Maximise your financial potential
With over 15 years of expertise, we craft personalized investment solutions to help you succeed.
With over 15 years of expertise, we craft personalized investment solutions to help you succeed.
120+
120+
120+
Successful clients
Successful clients
€900 M
€900 M
€900 M
Assets under management
Assets under management
Our services
What we offer
Portfolio Management
For those seeking total peace of mind
Investment Advice
For those seeking to invest alongside experts
Our process
Data-driven investment planning
01
First, we listen
We get to know you - we build a clear picture of your current financial situation including your existing portfolios, your life’s objectives, your values and your attitude towards risk.
01
First, we listen
We get to know you - we build a clear picture of your current financial situation including your existing portfolios, your life’s objectives, your values and your attitude towards risk.
01
First, we listen
We get to know you - we build a clear picture of your current financial situation including your existing portfolios, your life’s objectives, your values and your attitude towards risk.
02
Then, we analyse, project and plan
Using forward-looking projections, factoring your relevant assets and cash-flow variables, we project your future net worth and your chances of achieving your financial goals.
02
Then, we analyse, project and plan
Using forward-looking projections, factoring your relevant assets and cash-flow variables, we project your future net worth and your chances of achieving your financial goals.
02
Then, we analyse, project and plan
Using forward-looking projections, factoring your relevant assets and cash-flow variables, we project your future net worth and your chances of achieving your financial goals.
03
Finally, we advise and implement
Using this data, we evaluate your current investment strategies and advise on whether you are targeting the appropriate amount of risk overall and for each financial objective.
03
Finally, we advise and implement
Using this data, we evaluate your current investment strategies and advise on whether you are targeting the appropriate amount of risk overall and for each financial objective.
03
Finally, we advise and implement
Using this data, we evaluate your current investment strategies and advise on whether you are targeting the appropriate amount of risk overall and for each financial objective.
Our solutions
Goal-based investing
Classic index allocation
For investors seeking broad market exposure at lower costs
Distributing allocation
For investors seeking an additional income stream
SRI index allocation
For investors seeking to invest in a socially responsible way
Private markets allocation
For investors seeking an alternative way to invest for long-term or legacy goals
Reporting
Are you on track?
Stay up-to-date anywhere, anytime
Track your portfolio and its performance anywhere, at any time. Explore various levels of asset allocation, with the option to include additional consolidated views for total peace of mind.
Plan re-adjustments & optimisation
Our signature annual meeting includes a comprehensive discussion about your evolving financial situation. We reassess your investments as a whole, ensuring each maintains the right level of risk to meet its designated objective.
Reporting
Are you on track?
Stay up-to-date anywhere, anytime
Track your portfolio and its performance anywhere, at any time. Explore various levels of asset allocation, with the option to include additional consolidated views for total peace of mind.
Plan re-adjustments & optimisation
Our signature annual meeting includes a comprehensive discussion about your evolving financial situation. We reassess your investments as a whole, ensuring each maintains the right level of risk to meet its designated objective.
Reporting
Are you on track?
Stay up-to-date anywhere, anytime
Track your portfolio and its performance anywhere, at any time. Explore various levels of asset allocation, with the option to include additional consolidated views for total peace of mind.
Plan re-adjustments & optimisation
Our signature annual meeting includes a comprehensive discussion about your evolving financial situation. We reassess your investments as a whole, ensuring each maintains the right level of risk to meet its designated objective.
About us
We listen, advise and invest
We listen, advise and invest
We listen, advise and invest
At Dellap, our mission is to help you maximise your financial potential. With over 15 years of experience, we excel at designing investment solutions that are perfectly tailored to you and to your goals.
At Dellap, our mission is to help you maximise your financial potential. With over 15 years of experience, we excel at designing investment solutions that are perfectly tailored to you and to your goals.
At Dellap, our mission is to help you maximise your financial potential. With over 15 years of experience, we excel at designing investment solutions that are perfectly tailored to you and to your goals.
