Valeur Group: strict and defined investment processes
Valeur Group was founded over ten years ago by Lorenzo Vangelisti and it is gaining momentum thanks to the offering of investment solutions with high added value. One of its latest activities is the acquisition of the London-based digital platform for trading structured products LinkedTrade.
Valeur Group’s company profile
Valeur Group is a modern company with a European character that operates in the financial sector, more specifically it specializes in asset management, investment advisory, risk management, trading and real estate services. The Group, which was founded in 2010 on the initiative of its CEO Lorenzo Vangelisti, operates in Switzerland, United Kingdom and Luxembourg thanks to the synergetic involvement of its four entities: Valeur Capital Ltd (dedicated to managing customized mandates, tailored to clients’ requirements), Valeur Securities SA (trading company which provides an efficient investment platform with wide access to the market), Valeur SA (asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes) and Valeur Concept SA (specialized in real estate investment solutions and architectural services). The CEO created Valeur Group after many years of working in the banking and finance industry for leading international firm Credit Suisse, where he started in the Private Banking Division. Inside the Group, a team of experts with over ten years’ experience is in charge of building personalized high added value investment strategies, making use of specialized skills ranging across different types of geographical areas and asset classes, management styles and objectives. The Group has 2 billion Euros in assets under management, 20 investment funds between management and advisory, and it can count on consolidated relationships with over 25 market operators.
Valeur Group’s mission
The most important value in Valeur Group is to be a safe harbor for its clients by ensuring a solid portfolio and competitive returns, which represents the Group’s mission since its foundation. In order to pursue this objective, Valeur Group made qualities such as excellence, responsiveness and efficiency its key assets. They stand out in every activity of the Group: from the search for the best investment opportunities and optimal allocation to the detailed analysis underlying the construction of the portfolio. These are complemented by a strict discipline defining both decision-making processes and risk management. This approach allowed the firm to develop a solid global structure and expand the range of solutions proposed. In addition to high returns and competitive results, Valeur Group also aims at providing excellent products and services. Among other things, the company promotes sustainable investments. As a matter of fact, it supports the UN initiative that combines ESG principles with asset management, that is the “Principles for Responsible Investment”. The Group also shares CFA Institute standards and some members of the team are recognized as “CFA Charterholders”. Lastly, it is authorized to operate by FCA and CSSF (the local financial supervisory authorities) and all of its activities are conducted in compliance with the new MIFID II regulatory directive.