Showing posts with label Lorenzo Vangelisti. Show all posts
Showing posts with label Lorenzo Vangelisti. Show all posts

Thursday, December 2, 2021

Banking and finance: the biography of Valeur Group’s CEO Lorenzo Vangelisti

Born in Mendrisio (Switzerland) in 1977, Lorenzo Vangelisti is a manager and investor with over 20 years of international experience in banking and finance, which he acquired in major financial centers. In 2010 he founded Valeur Group, an independent firm active in asset management, investment advisory, risk management, trading, and real estate services.

Lorenzo Vangelisti

Lorenzo Vangelisti's professional biography at Credit Suisse International

After receiving his high school diploma from the "Scuola cantonale di commercio" in Bellinzona (Switzerland), in 2001 Lorenzo Vangelisti continued his studies with a Swiss Certified Banking Specialist Certificate, which he obtained from Centro di Studi Bancari - Vezia (Switzerland). Subsequently, he decided to further invest in his training by earning the Chartered Financial Analyst (CFA) Certificate, which he received in 2004 from the CFA Institute in Charlottesville, VA (USA). His career started at a high-profile financial firm: in 1996, he joined the leading financial services firm Credit Suisse International, where he first served as Assistant Relationship Manager for the Private Banking Division. He subsequently specialized in Structured Products and Derivatives, and later continued his professional journey by taking on the role of Structured Products Specialist. In a few years, his professional growth led him to further positions of responsibility at Credit Suisse International, including that of Vice President of the Private Banking Network. Furthermore, in 2007 he was appointed Director of the Fixed Income and Equity Derivatives Division in London, a role which made him responsible for covering institutional clients in Italy, Switzerland, and Monaco. With the international experience gained over the years, in 2010 Lorenzo Vangelisti founded his own financial firm Valeur Group.

Lorenzo Vangelisti as Founder and CEO of Valeur Group

Valeur Group is an independent firm that specializes in asset management, investment advisory, risk management, trading, and real estate services. Founded and still headed today by CEO Lorenzo Vangelisti, the Group is composed of four companies and has operations in Switzerland, Luxembourg, and the United Kingdom. The main idea behind its establishment is to create a firm with a European character that can represent a safe financial harbor for clients and investments. Its team has an average of over 10 years' experience in international finance, and a range of investment solutions that spans across geographical areas, asset classes, management styles, and objectives. Today, the Group founded by Lorenzo Vangelisti is composed of four interrelated companies. Valeur Capital Ltd, based in London, is the heart of the Group's asset management and structured investment product services, and carries out research and market analysis to develop the most appropriate fund strategies. Valeur SA, based in Lugano, is an asset manager of foreign collective investment schemes in accordance with the Federal Act on Collective Investment Schemes. The third company Valeur Securities SA is based in Pfäffikon (Switzerland) and represents the Group's trading desk, while providing an investment platform with broad access to the market. The fourth company is Valeur Concept SA: based in Lugano, it provides real estate investment solutions and architectural services, with a particular focus on the Italian and Swiss real estate markets.

Wednesday, October 27, 2021

Valeur Group, headed by Lorenzo Vangelisti, announces closing of LinkedTrade acquisition

As recently announced by CEO Lorenzo Vangelisti, Valeur Group has completed the acquisition of SaaS multi-dealer platform LinkedTrade. The CEO described the operation as "a milestone" in expanding the Group's investment solutions and technology edge.

Lorenzo Vangelisti

Lorenzo Vangelisti: the acquisition of SaaS multi-dealer platform LinkedTrade

Founded and headed by Lorenzo Vangelisti, Valeur Group is an international firm specializing in asset management, investment advisory, risk management, trading, and real estate services. With operations in Switzerland, the United Kingdom, and Luxembourg, it comprises the four companies Valeur Capital Ltd, Valeur Securities SA, Valeur SA, and Valeur Concept SA. As part of an investment strategy aimed at investing in technology and innovation, the Group has recently announced the acquisition of London-based company LinkedTrade, a SaaS multi-dealer platform leading the way in the digital transformation of structured products. Commenting on the operation, CEO Lorenzo Vangelisti stressed that "the acquisition of LinkedTrade, a leading digital platform in the industry, is a milestone in expanding our investment solutions offering as well as our technology edge". By leveraging LinkedTrade's high degree of innovation and technological expertise, the acquisition will result in greater efficiency, up-scaled distribution channels, and reduced operational risks for the Group. "We are very proud of this agreement", the CEO added, explaining how the acquisition "enables us to provide our clients with an increasingly comprehensive service and is the starting point to develop LinkedTrade's technology further". As announced, LinkedTrade will remain independent while leveraging Valeur Group's investment strategies. "We share their strategic view and founding values of professionalism, accuracy, and a result-oriented approach", LinkedTrade's CEO Nicolas Gaumont-Prat pointed out: "It is the beginning of a successful partnership that will allow us to accelerate our developments in LinkedTrade and broaden our digital services".

Lorenzo Vangelisti: Valeur Group, an independent firm with a European character

Valeur Group was founded by Lorenzo Vangelisti in 2010. A modern and international firm in the financial sector, it operates through the synergy of the four companies Valeur Capital Ltd, Valeur Securities SA, Valeur SA and Valeur Concept SA. It has operations in Switzerland, the United Kingdom, and Luxembourg, and specializes in asset management, investment advisory, risk management, trading, and real estate services. The team headed by Lorenzo Vangelisti consists of professionals with an average of over 10 years' experience, whose range of investment solutions spans across different types of geographical areas, asset classes, management styles, and objectives. The main idea behind the firm's services and products is to provide a safe and solid financial harbor for clients: this is done by aiming at excellence, responsiveness, and efficiency, the three pillars of the Group's investment strategies. This is also accompanied by search for the best opportunities, optimized allocation, and portfolio-building, as well as strict disciplines regarding risk management and decision-making processes. Established in 2010, today the firm has consolidated relationships with more than 25 market operators, 1.6 billion euros in assets under management (AUM), and 20 investment funds between management and advisory. It is signatory of the "Principles for Responsible Investment" (PRI), a United Nations initiative incorporating ESG principles into asset management.

Wednesday, October 13, 2021

The biography of Lorenzo Vangelisti, Valeur Group’s Founder and CEO

Lorenzo Vangelisti is a manager and investor with a long career path in the banking and financial sector. After gaining significant experience in major financial centers worldwide, in 2010 he founded Valeur Group, an independent firm specialized in asset management, investment advisory, risk management, trading, and real estate services. With a European character, the Group has operations in Switzerland, the United Kingdom, and Luxembourg, and comprises the four companies Valeur Capital Ltd, Valeur Securities SA, Valeur SA and Valeur Concept SA.

Lorenzo Vangelisti

Lorenzo Vangelisti: education and the beginning of his career

Born in Mendrisio (Switzerland) in 1977, Lorenzo Vangelisti received his high school diploma from the "Scuola cantonale di commercio", one of Bellinzona's high schools. He continued his education with a Swiss Certified Banking Specialist Certificate, which he obtained in 2001 from Centro di Studi Bancari - Vezia (Switzerland), and a Chartered Financial Analyst (CFA) Certificate received in 2004 from the CFA Institute in Charlottesville, VA (USA). After finishing his studies, he soon began working at a high-profile financial firm: in 1996 he joined Credit Suisse International as an Assistant Relationship Manager in the Private Banking Division. After specializing in structured products and derivatives, Lorenzo Vangelisti continued his career with further positions of responsibility at Credit Suisse, first as Structured Products Specialist and then as Vice President of the Private Banking Network. In 2007 he moved to London, where Credit Suisse appointed him Director of the Fixed Income and Equity Derivatives Division, with coverage of institutional clients in Italy, Switzerland, and Monaco.

Lorenzo Vangelisti: the birth of Valeur Group, value-added investment solutions

With the extensive experience gained over the years, in 2010 Lorenzo Vangelisti decided to undertake a new professional challenge. This is the year he founded Valeur Group, a modern and independent firm that operates in the financial services industry. Headed by Lorenzo Vangelisti as Chief Executive Officer, the Group specializes in asset management, investment advisory, risk management, trading and real estate services. It is composed of four companies, all working in synergy with the aim of delivering excellence. The team consists of professionals with an average of over 10 years' experience, providing a range of investment solutions that spans across different types of geographies, asset classes, management styles, and objectives. The aim is to provide a safe and solid financial harbor for clients: this is done by delivering excellence in every service and product provided, as well as by offering value-added solutions to build customized investment strategies. Search for the best opportunities, optimized allocation, portfolio-building and scrupulous risk management are the pillars of the Group's investment processes. This is accompanied by excellence, responsiveness and efficiency, as well as strict disciplines regarding risk management and decision-making processes. After its establishment in 2010, the firm founded by Lorenzo Vangelisti is evolving into a European reality consisting of the following companies: Valeur Capital Ltd (London), at the heart of the Group's asset management and customized investment product services; Valeur Securities SA (Pfäffikon), the trading desk of the Group providing an investment platform with wide access to the market; Valeur SA (Lugano), an asset manager of foreign collective investment schemes in accordance with the Federal Act on Collective Investment Schemes; Valeur Concept SA (Lugano), which takes care of real estate investment solutions and architectural services, in particular in the Italian and Swiss real estate markets.

Wednesday, October 6, 2021

From Credit Suisse to Valeur Group: Lorenzo Vangelisti’s career path

Lorenzo Vangelisti is a manager and investor who founded the financial company Valeur Group after many years of working in Credit Suisse. Today he is the CEO of the company and leads a team of professionals involved in the investment process of their clients.

Lorenzo Vangelisti

Lorenzo Vangelisti before founding Valeur Group

Lorenzo Vangelisti was born in Mendrisio, Switzerland, in 1977. He grows up there and he attends Scuola Cantonale di Commercio, a high school located in the near municipality of Bellinzona. As soon as he graduates from high school, he is hired by a leading financial services company, Credit Suisse International. He starts his career as Assistant Relationship Manager in the Private Banking Division. After gaining some experience, he also decides to further invest in his training and studies to get the Swiss Certified Banking Specialist Certificate, issued by Centro di Studi Bancari and obtained in 2001. In 2004 he also gets the CFA, Chartered Financial Analyst Certificate. He keeps growing inside Credit Suisse, at first by filling the role of Structures Products Specialist and then by taking up the position of Vice President of the Private Banking Network. In 2007 he is relocated to London to take on the role of Director of the Fixed Income and Equity Derivatives Team in the Investment Banking Division. Here he takes care of Swiss, Italian and Monaco's institutional clients.

Lorenzo Vangelisti: Valeur Group becomes a reality

It is in 2010 that Lorenzo Vangelisti takes the leap by leaving Credit Suisse and found Valeur Group, a modern company with a European character that specializes in asset management, investment advisory, risk management, trading and real estate services. The main idea behind Valeur Group is to create an independent group that can represent a safe and solid financial harbor for clients while also generating returns. Today the Group is made by four interrelated companies: Valeur Capital Ltd, Valeur SA, Valeur Securities SA and Valeur Concept SA. Three of them are based in Switzerland and the fourth is in London. Valeur Capital Ltd makes the heart of the Group's Asset Management and customized investment product services. This company manages Luxembourg-based funds (mainly SIF and UCITS) and carries out research and market analysis to make the best fund strategies along with other entities of the Group. Valeur Capital Ltd is the one based in England's capital city. Valeur SA (Lugano) is an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes and it is where markets and investment strategies research is carried out. Valeur Securities (Pfäffikon) operates as the trading desk providing an efficient investment platform with wide access to the market. In Valeur Concept (Lugano) instead, a team of experts with a profound understanding of the Swiss and Italian real estate markets is in charge of real estate investment solutions and architectural services. Recently, Valeur Group has acquired LinkedTrade, a fintech digital platform based in London.

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.

Friday, July 9, 2021

Lorenzo Vangelisti (Valeur Group): the acquisition of SaaS multi-dealer platform LinkedTrade

As part of an investment strategy aimed at investing in technology and innovation, the independent Group founded and headed by Lorenzo Vangelisti has completed the acquisition of London-based FinTech company LinkedTrade. The operation will enable Valeur Group to strengthen its offering, as well as to improve its efficiency and distribution channels: "We are very proud of this agreement", the CEO commented.

Lorenzo Vangelisti

Valeur Group: Lorenzo Vangelisti comments on the acquisition of London-based FinTech company LinkedTrade

"A milestone" is how CEO Lorenzo Vangelisti described the recent acquisition completed by Valeur Group, the independent business specialized in asset management and trading services which he founded in 2010. The operation completed is the acquisition of LinkedTrade, a SaaS multi-dealer platform leading the way in the digital transformation of the structured products industry. "The acquisition of LinkedTrade, a leading digital platform in the industry, is a milestone in expanding our investment solutions offering as well as our technology edge", said the CEO commenting on the agreement, which will enable the Group to enhance its investment solutions offerings and to strengthen its positioning. By leveraging LinkedTrade's high degree of innovation and technological expertise, the acquisition will also result in greater efficiency, reduced operational risks and up-scaled distribution channels for the Group. "We are very proud of this agreement", pointed out CEO Lorenzo Vangelisti, who also added that the operation "enables us to provide our clients with an increasingly comprehensive service and is the starting point to develop LinkedTrade's technology further". The agreement will allow SaaS multi-dealer platform LinkedTrade to remain independent while leveraging the Group's investment strategy. "We are very pleased to join Valeur Group", LinkedTrade's CEO Nicolas Gaumont-Prat commented: the Group has "strong expertise in trading services and is continuously growing and developing their clients' offerings".

Lorenzo Vangelisti: Valeur Group's value-added solutions

Established in 2010, Valeur Group is an independent business which was founded and is still headed today by CEO Lorenzo Vangelisti. With extensive experience in the fields of asset management, advisory, trading, structuring of tailor-made investment funds and real estate services, the Group has a European footprint and operates in Switzerland, the United Kingdom and Luxembourg. The Group's mission is to provide a safe and solid financial harbor for clients, as well as to generate returns using the crucial assets of excellence, proactivity and efficiency. By leveraging on its team's extensive experience and specialized skills, the firm offers high value-added solutions to build customized strategies and investment products. It has developed a broad array of investment products and services, ranging across different geographies, asset classes, management styles and objectives. A client driven firm, the Group headed by CEO Lorenzo Vangelisti is committed to building long-lasting relationships with its investors: this is also done by critically evaluating the objective of each client and by dedicating to fully achieve this goal. Optimized allocation, portfolio-building and scrupulous risk management are the elements that underlie the Group's investment process: investment solutions are indeed thoroughly analyzed at Valeur Group, in order to capture the best opportunities for profit generation, maximize returns, and maintain a risk profile in line with clients' requirements.

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