Wednesday, March 15, 2023

Asset management: Lorenzo Vangelisti’s dedication at Valeur Group

CEO Lorenzo Vangelisti founded Valeur Group with the clear mission of providing clients with a safe and solid financial harbor that would generate appealing returns. In the years since its establishment in 2010, the firm has rapidly grown into a truly global entity, offering a diverse range of products and services that span multiple geographic areas, asset classes, management styles, and objectives. The firm has become a respected name in the asset management industry, renowned for its commitment to delivering value and results for its clients. Lorenzo Vangelisti

Lorenzo Vangelisti, an experienced CEO heading Valeur Group

With over 25 years of experience in banking, finance, and asset management, Lorenzo Vangelisti founded Valeur Group in 2010 with the vision of creating a safe and solid financial harbor for clients, while generating attractive returns. Today, the firm comprises five interrelated companies – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. Over the years, Lorenzo Vangelisti has made excellence, responsiveness, and efficiency the key assets of Valeur Group, which now manages and advises 17 investment funds and trades over 1 billion investment products each year, with 140 investment solutions developed and traded annually. 18 experienced professionals dedicate their expertise to research and investment services, bringing together a combined experience of 250 years in financial solutions. They specialize in asset management, investment advisory, risk management, trading, and real estate services, with operations in Switzerland, the United Kingdom, and Luxembourg. The Group’s companies are authorized to operate by local financial supervisory authorities FCA and FINMA and comply with the MIFID II regulation. They also adhere to the Principles for Responsible Investment, a UN initiative that incorporates ESG issues into asset and investment management. Additionally, the Group shares the ethical and professional standards of the CFA Institute, with some team members recognized as “CFA Charterholders”.

Lorenzo Vangelisti’s professional path prior to establishing Valeur Group

Lorenzo Vangelisti was born in Mendrisio, Switzerland in 1977. He has a strong background in finance, having obtained the Swiss Certified Banking Specialist Certificate from the Centro di Studi Bancari in Vezia, Switzerland in 2001 and the Chartered Financial Analyst Certificate from the CFA Institute in Charlottesville, VA, USA in 2004. He began his career at Credit Suisse International, where he started as an Assistant Relationship Manager in the Private Banking Division. After working as Structured Products Specialist, he advanced to further positions of increasing responsibility, including Vice President in the Private Banking Network and Director of the Fixed Income and Equity Derivatives Division in London. In 2010, Lorenzo Vangelisti founded his own financial firm Valeur Group, which has since evolved into a truly global entity, offering products and services that cater to different regions, asset classes, management styles, and investment goals. This growth is a result of the combination of constant skill development, market knowledge, and a forward-looking approach that enables the firm to build highly qualified teams. The role of innovation and technology has also been instrumental in its success. In addition to its financial services, Valeur Group is committed to social causes through Valeur Foundation, a non-profit organization that supports various humanitarian, cultural, sports, and animal welfare initiatives.

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