Valeur Group builds its investment process on four pillars: searching for the best opportunities, optimized allocation, portfolio-building and thorough risk management. Through a strict discipline in decision-making processes and risk management, it implements investment processes that provide a safe harbour for its clients, producing solid portfolios and competitive returns.

Valeur Group: services and investment solutions

Valeur Group, an international and independent company established in 2010 by Lorenzo Vangelisti (current Chief Executive Officer), specializes in asset management, investment advisory, risk management, trading, research and real estate services. The company operates in Switzerland, the United Kingdom and Luxembourg through the synergy of its four associated companies – Valeur SA, Valeur Capital Ltd, Valeur Securities SA, Valeur Concept SA, and LinkedTrade Technologies. The team, composed of skilled professionals with over a decade of experience on average, is committed to providing superior service and value-added solutions for tailored investment strategies. The company’s range of investment products and services spans different geographies, asset classes, management styles and goals. As an independent firm, Valeur Group adheres to the highest standards of integrity and avoids conflicts of interest.

Valeur Group: excellence, responsiveness and efficiency

Valeur Group‘s investment strategies prioritize excellence, responsiveness and efficiency to provide not only competitive outcomes and high returns but also exceptional services and products. Over the last decade, the company has expanded its range of activities and developed a robust global structure. It currently manages assets worth two billion euros and supervises 20 investment funds while maintaining strong relationships with over 25 market players. Valeur Group‘s companies and platforms adhere to the MIFID II regulation, and are authorized by local financial regulatory authorities. Moreover, the Group aligns itself with the ethical and professional code of the CFA Institute, with some of the team members being CFA Charterholders. It is also a signatory of the “Principles for Responsible Investment” (PRI), a United Nations initiative that incorporates ESG principles into the investment decision-making process and asset management.