Valeur Group’s comprehensive asset management services
After more than 10 years in the financial industry, Valeur Group is now a well-established firm specialized in asset management, investment advisory, trading, research, and real estate services. The Group was founded in 2010 by Lorenzo Vangelisti – a committed manager and investor with over 20 years of international experience – and operates though the involvement of five interrelated companies. Its most important value is to be a safe and solid financial harbor for clients by ensuring a solid portfolio and competitive returns.
Valeur Group’s experience in the financial industry
With a strong European footprint, Valeur Group is an international reality operating independently in the world of finance. It has operations in Switzerland, the United Kingdom and Luxembourg, and specializes in asset management, investment advisory, risk management, trading, and real estate. Since its establishment in 2010, its mission is to provide a safe and solid financial harbor for clients while generating returns: in order to achieve this goal, the Group makes qualities such as excellence, proactivity and efficiency its key assets. Its wide range of asset management services spans geographies, asset classes, styles, and objectives, and reflects the latest financial markets and regulatory trends. The five entities belonging to Valeur Group – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd – operate in full compliance with the strictest regulatory standards, including the MIFID II regulatory directive. Furthermore, their activities are authorized by local financial supervisory authorities (FCA and CSSF). Among other things, they promote sustainable investments by supporting the UN Principles for Responsible Investment (PRI) and by sharing the ethical and professional standards of the CFA Institute. In addition to this, some of the team members are recognized as “CFA Charterholders”.
An in-depth look at the five companies belonging to Valeur Group
As part of Valeur Group, London-based Valeur Capital Ltd is the heart of the Group’s asset management and structured investment product services. The company carries out research and market analysis to develop the most advanced financial engineering techniques. Based in Lugano, Valeur SA is an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes. It was awarded with the LICol/CISA license, and manages UCITS and SIF Luxemburg funds. Another company belonging to the Group is Valeur Securities SA (Pfäffikon, Switzerland), an efficient trading desk providing an investment platform with broad access to the market. It is authorized by the Swiss Financial Market Supervisory Authority (FINMA) for the distribution of collective investment schemes. Valeur Concept SA is the fourth company of Valeur Group: based in Lugano, it operates in the real estate and architectural services sector with a profound understanding of the Italian and Swiss real estate markets. The fifth entity is the London-based LinkedTrade Technologies Ltd, a SaaS multi-dealer platform that offers end-to-end automation for the conception, pricing, trading, and risk monitoring of bespoke structured products. Its acquisition in May 2021 contributed to expanding the Group’s investment solutions and technology edge. The collaborative approach of the five companies allows Valeur Group to provide excellent services and products for asset management, investment advisory, risk management, trading, and real estate.