Our history

Our focus on clients has endured for almost a decade and has helped to make us one of Europes fastest growing wealth management companies

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Established in 2018

Dalton Steiner origins lie in an investment banking partnership established in Geneva in January 2018

The partnership prospered, as did the wealth management business; by 2020 this had grown to the point where a Director was needed in strategic locations to handle it, so one of the founding partners travelled to London to establish a presence and the other partner travelled to New York

Over the years, the world and the business evolved. In 2022 the wealth management teams from London and New York relocated to Geneva where they still reside today.

Many changes in a short period of time

Since the foundation of Dalton Steiner in 2018, we’ve witnessed management changes and challenges, not least since the Covid pandemic.

Today we are investing in our future

Embracing technology and innovation and adapting to changes in society at a pace not seen before. This is an exciting time to be at Dalton Steiner as we continue to evolve to best serve our clients long into the future

Today, Dalton Steiner is one of Europes fastest growing wealth management firms

We provide a range of financial planning and investment management services to national charities, trusts, financial advisers and professional institutes.

Our principle business remains as it was at inception, the provision of high-quality and personal service to our private clients

Almost a decade of exemplary client care

During our time we have also had to weather some storms, from economic disasters to wars, supporting our clients and partners along the way.