Friday, August 6, 2021

Valeur Group: excellence, responsiveness and efficiency in investment processes

Valeur Group was founded in 2010 on the initiative of Lorenzo Vangelisti, who still leads its activities as CEO. The Group operates independently and specializes in asset management, investment advisory, risk management, trading and real estate services.

Valeur Group

Valeur Group: history and activities

Valeur Group is an international company with a European character, present in Switzerland, the United Kingdom and Luxembourg. Before creating Valeur Group, its founder and CEO, Lorenzo Vangelisti, had been working in banking and finance for many years. His first job in this sector can be dated back to 1996 when he worked in the Private Banking Division at Credit Suisse, Switzerland. In 2007 he was relocated to London to work in the Investment Banking division of the same financial firm. He then became Director of the Fixed Income and Equity Derivatives Team, making him responsible for covering institutional clients in Switzerland, Italy and Monaco. He was also awarded the Swiss Certified Banking Specialist Certificate by Centro di Studi Bancari (Vezia) and he is a CFA Charterholder. Valeur Group is made up of four companies: Valeur SA, Valeur Capital Ltd, Valeur Securities SA and Valeur Concept SA. The Group consists of a team of professionals with an average of over ten years' experience, specialized skills ranging from different types of geographical areas, asset classes, management styles and objectives. At the core of the products and services offered, there is a precise strategy focused on factors such as search for the best opportunities, optimal allocation and detailed analysis in the construction of the portfolio. This is accompanied by a strict discipline regarding decision-making processes and risk management: that is how Valeur Group is able to carry out investment processes that make it a safe harbor for its customers, along with competitive returns and a solid portfolio. Among the most recent activities carried out by the Group there is the acquisition of the London-based digital platform for trading products LinkedTrade, which was made official in May 2021. Lorenzo Vangelisti said he was very proud of the acquisition and that it represented the starting point to develop LinkedTrade's technology further.

Valeur Group: the Group's strategies and commitment to sustainable investments

The mission is pursued through a few elements considered crucial by Valeur Group, that is excellence, responsiveness and efficiency. A philosophy that, over the years, has allowed the society led by Lorenzo Vangelisti to develop a solid global structure and expand the range of solutions proposed. This growth has gone hand in hand with the achievement of competitive results and high returns. Supported by 18 experienced investment professionals, the Group currently has 2 billion Euros in assets under management and 20 investment funds between management and advisory, as well as consolidated relationships with over 25 market operators. Valeur Group promotes the Principles for Responsible Investment - a UN initiative combining ESG principles with asset management - and it shares CFA Institute standards, with some team members recognized as "CFA Charterholders". The Group is authorized to operate by local financial supervisory authorities (FCA, CSSF) and it conducts its activities in compliance with the new MIFID II regulatory directive.

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