In his roles as CEO and Partner of Valeur Group, Lorenzo Vangelisti is committed to leading the Group with the aim of delivering excellence in asset management, investment advisory, trading, research, and real estate services. Prior to founding his own firm, he worked at Credit Suisse International, where he held several professional roles within the Private Banking Network and the Fixed Income and Equity Derivatives Division.
Lorenzo Vangelisti’s commitment as CEO of Valeur Group
A safe and solid financial harbor generating attractive returns for clients: this was Lorenzo Vangelisti‘s main vision when he founded Valeur Group in 2010. In a few years, the firm evolved into a truly international reality, with products and services ranging across different geographic areas, asset classes, management styles, and objectives. As of today, it has operations in Switzerland, the United Kingdom and Luxembourg, and is composed of five interrelated companies: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. These entities work in synergy with the aim of delivering excellence in all the services provided. The Group headed by CEO Lorenzo Vangelisti can count on a team of committed investment professionals, who are involved throughout Valeur Group‘s investment strategies, from the analysis of the market and the search for the best opportunities, to the building of the most efficient portfolios. The five entities share the CFA Institute ethical and professional standards and operate in line with the Principles for Responsible Investment (PRI), a United Nations initiative for incorporating ESG issues into investment practice. They are authorized to operate by local financial supervisory authorities (FCA and FINMA) and conduct their activities in compliance with the MIFID II regulation. Characterized by a strong European footprint, they offer high value-added solutions in sectors including asset management, investment advisory, trading, research, and real estate.
The professional profile of Lorenzo Vangelisti
Born in Mendrisio (Switzerland) in 1977, Lorenzo Vangelisti pursued his career after a strong and specialized education. After receiving his high school diploma from the Scuola Cantonale di Commercio in Bellinzona (Switzerland), in 2001 he obtained the Swiss Certified Banking Specialist Certificate from Centro di Studi Bancari – Vezia (Switzerland). Subsequently, he also earned the Chartered Financial Analyst (CFA) Certificate, which he received from the CFA Institute in Charlottesville, VA (USA). Previously, Lorenzo Vangelisti had already started to work at a high-profile financial firm: in 1996, he joined Credit Suisse International, serving first as Assistant Relationship Manager for the Private Banking Division and, after specializing in structured products and derivatives, as Structured Products Specialist. In a few years, his professional growth at Credit Suisse International led him to be appointed to further positions of responsibility: these include the role of Vice President of the Private Banking Network and, after moving to London, that of Director of the Fixed Income and Equity Derivatives Division. In this role, he was responsible for institutional clients in Italy, Switzerland, and Monaco. In 2010 he decided to embark on a new professional project and founded his own financial firm Valeur Group.