Tuesday, August 8, 2023

Lorenzo Vangelisti and Valeur Group delivering excellence in asset management

Born in 1977 in Mendrisio, Switzerland, Lorenzo Vangelisti has accumulated significant expertise through more than 25 years of working in prominent financial centers. His specialization lies in the domains of banking, finance, and asset management, which ultimately led to the founding of Valeur Group in 2010. Since its establishment, the firm has grown into a truly global entity, encompassing five interconnected companies.

Lorenzo Vangelisti

Lorenzo Vangelisti’s dedication at Valeur Group

Leveraging more than 25 years of expertise in banking, finance, and asset management, Lorenzo Vangelisti embarked on the journey of establishing Valeur Group in 2010. His vision was to craft a safe and solid financial harbor for clients, all while generating appealing returns. Throughout the years, Lorenzo Vangelisti has instilled a culture of excellence, responsiveness, and efficiency, which have become the core assets of the firm. Today, Valeur Group provides a comprehensive array of products and services that cover diverse geographic regions, asset classes, management approaches, and goals. It encompasses five interconnected entities, namely Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. The Group benefits from the expertise of 18 seasoned professionals who contribute a combined experience of 250 years in financial solutions. Their areas of specialization include asset management, investment advisory, risk management, trading, and real estate services. Operating across Switzerland, the United Kingdom, and Luxembourg, the Group’s companies have obtained authorization from local financial supervisory authorities, including the FCA and FINMA, while adhering to the regulatory framework of MIFID II. The Group also aligns with the Principles for Responsible Investment, an initiative by the UN that integrates environmental, social, and governance (ESG) considerations into asset and investment management. Furthermore, Valeur Group upholds the ethical and professional standards set forth by the CFA Institute, with select team members recognized as “CFA Charterholders”.

Lorenzo Vangelisti: a look at his previous professional experiences

Lorenzo Vangelisti possesses a strong finance background, bolstered by his acquisition of the Swiss Certified Banking Specialist Certificate from the Centro di Studi Bancari in Vezia, Switzerland, in 2001. Furthermore, he earned the Chartered Financial Analyst Certificate from the CFA Institute in Charlottesville, VA, USA, in 2004. Commencing his professional journey at Credit Suisse International, he began as an Assistant Relationship Manager within the Private Banking Division. Demonstrating his expertise in structured products, he subsequently assumed the role of Structured Products Specialist. Through commendable performance, he ascended to positions of greater responsibility, notably as Vice President within the Private Banking Network and later as Director of the Fixed Income and Equity Derivatives Division in London. In 2010, Lorenzo Vangelisti embarked on the establishment of Valeur Group, his own financial enterprise. Since then, the firm has experienced remarkable growth, transforming into a global Group. It offers an extensive range of products and services tailored to diverse geographic regions, asset classes, management styles, and investment objectives. This expansion is attributable to a potent blend of continuous skill enhancement, profound market acumen, and a forward-thinking mindset, enabling the firm to assemble teams of exceptional expertise. The pivotal role played by innovation and technology has also been instrumental in driving its success.

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