Thursday, February 2, 2023

The services provided by Valeur Group, the financial firm headed by Lorenzo Vangelisti

Valeur Group was founded in 2010 by Lorenzo Vangelisti, a recognized professional in the international finance industry. Its business is characterized by a strong European footprint, with operations led in Switzerland, the United Kingdom and Luxemburg. It comprises five complementary entities – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd – and offers high value-added solutions to build customized strategies and investment products.

Valeur Group

Valeur Group’s mission and features

Specialized in the areas of asset management, investment advisory, trading, research, and real estate services, Valeur Group provides a safe and solid financial harbor for clients and generates returns using investment solutions that span geographies, asset classes, styles, and objectives. It was founded in 2010 by the finance expert Lorenzo Vangelisti, who is still at the helm of the firm in his role as Chief Executive Officer. Since its establishment, the Group has been pursuing its mission by making responsiveness, excellence, and efficiency its crucial assets: today, it is a client driven firm that commits itself to creating long-lasting relationships with investors. Valeur Group operates in full compliance with the strictest regulatory standards: its activities are authorized by local financial supervisory authorities (FCA and CSSF) and are conducted according to the MIFID II regulatory directive. Furthermore, the Group promotes the Principles for Responsible Investment (PRI) – a UN initiative combining asset and investment management with ESG principles – and shares the ethical and professional standards of the CFA Institute, with some team members recognized as “CFA Charterholders”. As of today, the firm led by CEO Lorenzo Vangelisti has become a truly international reality with products and services ranging across different geographic areas, asset classes, management styles, and objectives.

Valeur Group and its five companies

Valeur Group operates though the involvement of five interrelated companies. At the heart of its asset management services is Valeur Capital Ltd, a London-based company that specializes in developing the most advanced financial engineering techniques, while also carrying out research and market analysis along with the Group. It is authorized by the Financial Conduct Authority and manages Luxembourg-based funds (SIF and UCITS). Lugano-based Valeur SA is an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes. The company manages UCITS and SIF Luxemburg funds and represents the hub of Valeur Group’s research, with specialized investment strategies continuously implemented. Another company operating in synergy with the others is Valeur Securities SA: based in Pfäffikon (Switzerland), it is the Group’s trading desk and provides an investment platform with wide access to the market. Its team has extensive experience in dealing with both traditional and alternative asset classes, as well as with order execution. It is authorized by the Swiss Financial Market Supervisory Authority (FINMA) for the distribution of collective investment schemes. Another entity is the Lugano-based Valeur Concept SA, which operates in the real estate and architectural services sector. Its efficiency is built upon the Group’s profound understanding of the Italian and Swiss real estate markets. Finally, the fifth entity is LinkedTrade Technologies Ltd (London), a SaaS multi-dealer platform that offers end-to-end automation for the conception, pricing, trading, and risk monitoring of bespoke structured products.

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