Valeur Group, an independent firm established by finance expert Lorenzo Vangelisti, is committed to furnishing clients with a secure and robust financial harbor. Its specialized areas include asset management, investment advisory, risk management, trading, and real estate services. The firm’s principal objective revolves around achieving returns through investment solutions that encompass various geographic regions, asset categories, management styles, and objectives. At its core, the Group prioritizes qualities such as reactivity, excellence, and efficiency.
Valeur Group: a dynamic firm within the financial services sector
Valeur Group harnesses its extensive expertise to offer high-value solutions for crafting tailored investment strategies. These strategies prioritize careful analysis, optimal allocation, and a dedication to delivering competitive returns. Founded by CEO Lorenzo Vangelisti in 2010, the Group has established a robust presence across Europe, conducting operations in Switzerland, the United Kingdom, and Luxembourg. It comprises five complementary entities – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. Through the collective expertise of these entities, it provides comprehensive solutions that cater to a wide range of client needs, ensuring their satisfaction. These five entities meticulously adhere to regulatory standards, including the MIFID II directive, ensuring full compliance. They are also authorized by local financial supervisory bodies, such as the FCA and CSSF. Moreover, they embrace the Principles for Responsible Investment, an initiative supported by the United Nations, integrating environmental, social, and governance (ESG) principles into their asset and investment management practices. As a testament to their commitment to excellence, Valeur Group takes pride in team members holding prestigious recognition as “CFA Charterholders”. The Group champions a customer-centric approach, valuing and prioritizing responsiveness, excellence, and efficiency. This unwavering dedication to quality permeates every aspect of its mission.
A deep dive into Valeur Group’s five companies
Since its establishment in 2010, Valeur Group has grown into a global reality consisting of five entities. Valeur Capital Ltd, located in London, serves as the cornerstone of the Group’s asset management and structured investment product services. It holds authorization from the Financial Conduct Authority for managing Luxembourg-based funds (SIF and UCITS) and collaborates with the Group on research and market analysis to design tailored fund strategies. Valeur SA, based in Lugano, specializes in managing foreign collective investment schemes in compliance with the Federal Act on Collective Investment Schemes. It serves as the research hub for the Group and manages UCITS and SIF Luxembourg funds. Another entity, Valeur Securities SA, headquartered in Pfäffikon (Switzerland), is authorized by the FINMA for distributing collective investment schemes. As the Group’s trading desk, it provides an investment platform with extensive market access. Its experienced team handles traditional and alternative asset classes and executes orders with precision. The fourth company, Valeur Concept SA, based in Lugano, leverages the Group’s expertise and profound knowledge of the Italian and Swiss real estate markets. It offers a range of real estate investment solutions and architectural services. Finally, LinkedTrade Technologies Ltd. operates as a London-based SaaS multi-dealer platform offering end-to-end automation for creating, pricing, trading, and monitoring custom structured products. The collaborative synergy of these five companies empowers Valeur Group to craft diverse investment solutions. Their strategy emphasizes optimal allocation, identifying prime opportunities, in-depth portfolio analysis, and rigorous risk management and decision-making processes.
