Tuesday, February 8, 2022

Valeur Group, investment services with high added value

Supported by a team of 18 experienced investment professionals, Valeur Group manages its activities in Switzerland, the United Kingdom and Luxembourg. The Group's successful business includes 1.7 billion euros in asset under management and 18 investment funds in management and advisory. At the core of its solutions there is a precise strategy focused on the key factors of search for the best opportunities, optimal allocation and detailed analysis in the construction of portfolios.

Valeur Group

Strict and defined investment strategies: Valeur Group's company profile

To provide a safe and solid financial harbor for clients, while generating returns using excellence, proactivity and efficiency. This is how Valeur Group has managed to become a successful company operating in the asset management industry. Founded and headed by CEO Lorenzo Vangelisti, since 2010 it has been providing investment solutions in areas such as asset management, investment advisory, risk management, trading, and real estate. The Group comprises five companies working in synergy - Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA and LinkedTrade Technologies Ltd. Since its establishment, the success achieved by Valeur Group has allowed the company to evolve into a truly global reality, with products and services ranging across different geographic areas, asset classes, management styles, and objectives. This growth led to the achievement of high returns and competitive results.

Value-added investment solutions: how Valeur Group operates

A client driven international company, Valeur Group is committed to creating long-lasting relationships with investors: as of today, its business includes solid relationships with 25 market operators. By leveraging the team's deep experience, the Group services the specific needs of clients, while building long-term and mutually beneficial relationships. Furthermore, with rigorous and structured investment process, the Group led by Lorenzo Vangelisti thoroughly analyzes each investment solution in order to capture the best opportunities for profit generation, maximize returns, and maintain a risk profile in line with the clients' requirements. Not least, Valeur Group adheres to the ethical and professional standards of the CFA Institute, and some of the team members are CFA Charterholders. In addition to this, it is in line with the Principles for Responsible Investment - PRI, a UN initiative which combines ESG principles with asset and investment management. The activities of the company are authorized by local financial supervisory authorities (FCA and CSSF) and are conducted according to the new MIFID II regulatory directive. Among the Group's most recent operations, there is the acquisition of the London-based digital platform for trading products LinkedTrade, which was made official in May 2021. On this occasion, CEO Lorenzo Vangelisti said he was "very proud of this agreement", which "enables us to provide our clients with an increasingly comprehensive service and is the starting point to develop LinkedTrade's technology further". The acquisition is part of an investment strategy which aims to invest in innovation and technology, as well as to expand operations globally.

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