DALE Investment Advisors
Family officeVienna · 7 people tracked
Investment thesis
DALE positions itself as Austria's oldest and largest independent partner for wealth management, operating as a multi family office and licensed securities firm supervised by the Austrian FMA. It offers fully independent advice free of product sales, commissions, or distribution partnerships, being paid only by clients to ensure aligned interests. Services include developing individual investment strategies, organizing wealth structures efficiently, running national and international manager searches across asset classes, risk controlling using proprietary infrastructure, and consolidated bank-independent reporting. The firm serves private individuals, foundations, and institutional investors, incorporating sustainability and ethical criteria on request, with emphasis on transparency, objectivity, and long-term client relationships across market cycles.
Source: firm website, verified Jul 29, 2026.
Team · 7 people
from the firm's websiteManaging director and shareholder of DALE.
Managing director and shareholder of DALE.
Authorized officer and Chief Investment Officer, holds the CFA designation.
Senior relationship manager at DALE.
Client relations and legal manager at DALE, holds the CPM designation.
Leads portfolio management and product selection at DALE, holds the CPM designation.
Client relationship manager at DALE.
Frequently asked questions
- What sectors does DALE Investment Advisors focus on?
- DALE Investment Advisors focuses on Sector Agnostic.
- Where is DALE Investment Advisors located?
- DALE Investment Advisors is headquartered in Vienna, AT.
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