Wednesday, November 24, 2021

Excellence, responsiveness and efficiency: the pillars of Valeur Group

The team of Valeur Group, that comprises professionals with more than 10 years' experience, offers its clients customized investment solutions.

Valeur Group

Valeur Group: a modern and international firm

Valeur Group is an international and independent firm that manages its activities in the financial sector in Switzerland, the United Kingdom and Luxembourg. It was founded in 2010 by Lorenzo Vangelisti, current Chief Executive Officer, whose team offers a significant 10 years' experience in asset management, investment advisory, trading, research, and real estate services. The Group operates through the synergy of four associated companies (Valeur Capital Ltd, Valeur SA, Valeur Securities SA, e Valeur Concept SA) in order to deliver excellence in all the services provided and offer clients customized investment solutions. Valeur Capital Ltd is the heart of the Group's Asset Management and customized investment products; Valeur SA is an asset manager of foreign collective investment schemes in line with the Federal Act on Collective Investment Schemes; Valeur Securities SA is the trading desk that provides efficient investment platform with a wide access to the market; Valeur Concept operates in real estate investment solutions and architectural services. The activity of Valeur Group includes 20 investment funds in management and advisory, 1.6 billion euros in asset under management, as well as solid relationships with 25 market operators and 140 innovative investment solutions developed and traded each year.

Valeur Group's mission and pillars

Excellence, responsiveness and efficiency are the three essential pillars of Valeur Group's investments strategies, which aims to become a safe and solid financial harbour while generating returns. The firm managed to increase the number of investment solutions offered, which now ranges across different types of geographical areas, asset classes, management styles and objectives. Its activity includes customized investment strategies and value-added solutions: the team of Valeur Group is involved through the entire investment process, from the analysis of the market and the search for the best opportunities, to the building of the most efficient portfolios while keeping a strict risk management process. The company shares CFA Institute ethical and professional standards and it is in line with the Principles for Responsible Investment - PRI, a United Nations initiative incorporating ESG principles with asset and investment management. In May 2021 the Group announced the acquisition of LinkedTrade, a London-based FinTech company, to strengthen its position and improve its range of investment solutions.

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