Tuesday, July 4, 2023

Lorenzo Vangelisti (Valeur Group): bridging the gap between innovation and social responsibility

As CEO and Partner of Valeur Group, Lorenzo Vangelisti is committed to delivering exceptional results for clients through innovative and strategic asset management. With a deep understanding of finance and investment, he leads his team with passion and dedication. Founded in 2010, his financial firm has since expanded into a global reality of five interconnected companies.

Lorenzo Vangelisti

Lorenzo Vangelisti at the head of Valeur Group

After developing significant expertise in major financial centers during his 25-year career, Lorenzo Vangelisti established his own financial firm Valeur Group, which aims to offer its clients a safe and stable financial environment to deliver competitive returns. With a focus on excellence, responsiveness, and efficiency, the firm specializes in asset management, investment advisory, risk management, trading, and real estate services. Looking at the Group’s impressive statistics – managing and advising 17 investment funds, trading more than 2 billion investment products annually, and developing and trading 500 investment solutions each year – it’s evident that it has achieved its objective of providing a safe and solid financial harbor for clients. With a strong European presence in Switzerland, the United Kingdom, and Luxembourg, it can count on a team of 18 experienced professionals dedicated to research and investment services, boasting a combined 250 years of experience in financial solutions. Since its inception, the firm headed by CEO Lorenzo Vangelisti has prioritized excellence, responsiveness, and efficiency, which are the three pillars that guide its activities. The Group’s companies operate in compliance with MIFID II regulations and are authorized by local financial supervisory authorities FCA and FINMA. Their ethical and professional standards also align with those of the CFA Institute, with some team members recognized as “CFA Charterholders”. Additionally, Valeur Group adheres to the Principles for Responsible Investment, a UN initiative that incorporates ESG issues into asset and investment management.

Lorenzo Vangelisti’s career path

Valeur Group’s CEO Lorenzo Vangelisti pursued his career after a strong and specialized education. After gaining the Swiss Certified Banking Specialist Certificate from Centro di Studi Bancari in Vezia, Switzerland, in 2001, he also obtained the Chartered Financial Analyst Certificate from the CFA Institute in Charlottesville, VA, USA, in 2004. His professional career started at Credit Suisse International, where he served as an Assistant Relationship Manager in the Private Banking Division. After developing expertise in structured products and derivatives, he became a Structured Products Specialist. He then went on to hold several positions of increasing responsibility, including Vice President in Credit Suisse’s Private Banking Network and Director of the Fixed Income and Equity Derivatives Division in London, his final role at Credit Suisse International before founding Valeur Group in 2010. Within a few years, his firm expanded into a truly global reality, offering products and services across various asset classes, management styles, objectives, and geographic regions. As Lorenzo Vangelisti explained in several interviews, the Group’s success can be attributed to various factors, including continually updating skills, in-depth knowledge of the markets, and anticipating change and forming teams of highly qualified professionals. Innovation and technology also played a crucial role in the Group’s growth trajectory. Apart from his business activities, Lorenzo Vangelisti is committed to social causes through Valeur Foundation, a non-profit organization that supports humanitarian initiatives, cultural projects, sports associations, and animal welfare.

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