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’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.

Valeur Group assumes control of Ardesia CLO Opportunity Fund management

With over a decade of experience, Valeur Group has solidified its position as a well-established firm offering a comprehensive range of services in asset management, investment advisory, trading, research, and real estate. Led by Lorenzo Vangelisti, an accomplished manager and investor serving as the Chief Executive Officer, the firm continues to excel in delivering exceptional results. The recent takeover of ISP-Ardesia CLO Fund’s investment management, now known as Ardesia CLO Opportunity Fund, further strengthens the Group’s investment solutions, showcasing its commitment to growth and diversification.

Valeur Group’s takeover of the investment management of Ardesia CLO Opportunity Fund

Valeur Group has officially incorporated the Ardesia CLO Opportunity Fund into its portfolio. Ron Zeltzer, CFA, has joined as Portfolio Manager, enhancing the team’s expertise. The Group’s Fund Structuring team, headed by Funds Director Aleksandra Kozlica, has overseen the fund’s structuring and launch on the Group’s SICAV RAIF funds platform, Ardesia. By investing in various collateralized loan obligations, the Ardesia CLO Opportunity Fund aims to optimize risk and returns in accordance with market conditions and macroeconomic factors. The Fund’s outstanding performance since its inception in 2020 has earned it prestigious accolades, including GlobalCapital’s CLO Investor of the Year (Junior/Mezz) and SharingAlpha’s Top Global Fixed Income Fund in 2021. Additionally, Creditflux recognized it as the Best Euro CLO Equity Investor (Q3 2022) and shortlisted it as the Best New CLO Fund in the 2021 Creditflux Manager Awards. The Group has further revealed the appointment of Ron Zeltzer, CFA, as the Portfolio Manager for the Ardesia CLO Opportunity Fund. Bringing over 15 years of experience in structuring and trading financial products, Ron Zeltzer possesses extensive knowledge in analyzing and trading collateralized loan obligations in the secondary and primary markets. He has also effectively implemented various buy-and-hold CLO strategies across the capital structure for institutional clientele. With the inclusion of the Ardesia CLO Opportunity Fund and the expertise of its Portfolio Manager, Valeur Group continues to broaden its range of cutting-edge investment solutions.

Valeur Group’s experience in asset management

Valeur Group is an international entity with a significant presence across Europe. Established in 2010 under the leadership of CEO Lorenzo Vangelisti, the firm operates autonomously in Switzerland, the United Kingdom, and Luxembourg. It specializes in delivering a comprehensive suite of services including asset management, investment advisory, trading, research, and real estate solutions. Since its inception, it has remained committed to its core mission of providing clients with a safe and solid financial environment, while achieving returns through a dedication to excellence, proactivity, and efficiency. Its offerings encompass diverse geographic regions, asset categories, management approaches, and objectives, catering to the unique needs of its clientele. Valeur Group operates through a synergistic collaboration of five interrelated entities: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. These companies offer invaluable solutions aimed at constructing tailored strategies and investment products. They uphold the professional and ethical benchmarks set forth by the CFA Institute and promote the Principles for Responsible Investment (PRI), a UN-endorsed initiative that integrates environmental, social, and governance considerations into asset and investment management. Several team members hold the prestigious “CFA Charterholder” designation. Operating with utmost adherence to rigorous regulatory requirements, including the MIFID II regulatory directive, the activities of these five entities are duly authorized and supervised by financial supervisory authorities such as the FCA and CSSF.

Lorenzo Vangelisti (Valeur Group): bridging the gap between innovation and social responsibility

As CEO and Partner of Valeur Group, Lorenzo Vangelisti is committed to delivering exceptional results for clients through innovative and strategic asset management. With a deep understanding of finance and investment, he leads his team with passion and dedication. Founded in 2010, his financial firm has since expanded into a global reality of five interconnected companies.

Lorenzo Vangelisti at the head of Valeur Group

After developing significant expertise in major financial centers during his 25-year career, Lorenzo Vangelisti established his own financial firm Valeur Group, which aims to offer its clients a safe and stable financial environment to deliver competitive returns. With a focus on excellence, responsiveness, and efficiency, the firm specializes in asset management, investment advisory, risk management, trading, and real estate services. Looking at the Group’s impressive statistics – managing and advising 17 investment funds, trading more than 2 billion investment products annually, and developing and trading 500 investment solutions each year – it’s evident that it has achieved its objective of providing a safe and solid financial harbor for clients. With a strong European presence in Switzerland, the United Kingdom, and Luxembourg, it can count on a team of 18 experienced professionals dedicated to research and investment services, boasting a combined 250 years of experience in financial solutions. Since its inception, the firm headed by CEO Lorenzo Vangelisti has prioritized excellence, responsiveness, and efficiency, which are the three pillars that guide its activities. The Group’s companies operate in compliance with MIFID II regulations and are authorized by local financial supervisory authorities FCA and FINMA. Their ethical and professional standards also align with those of the CFA Institute, with some team members recognized as “CFA Charterholders”. Additionally, Valeur Group adheres to the Principles for Responsible Investment, a UN initiative that incorporates ESG issues into asset and investment management.

Lorenzo Vangelisti’s career path

Valeur Group’s CEO Lorenzo Vangelisti pursued his career after a strong and specialized education. After gaining the Swiss Certified Banking Specialist Certificate from Centro di Studi Bancari in Vezia, Switzerland, in 2001, he also obtained the Chartered Financial Analyst Certificate from the CFA Institute in Charlottesville, VA, USA, in 2004. His professional career started at Credit Suisse International, where he served as an Assistant Relationship Manager in the Private Banking Division. After developing expertise in structured products and derivatives, he became a Structured Products Specialist. He then went on to hold several positions of increasing responsibility, including Vice President in Credit Suisse’s Private Banking Network and Director of the Fixed Income and Equity Derivatives Division in London, his final role at Credit Suisse International before founding Valeur Group in 2010. Within a few years, his firm expanded into a truly global reality, offering products and services across various asset classes, management styles, objectives, and geographic regions. As Lorenzo Vangelisti explained in several interviews, the Group’s success can be attributed to various factors, including continually updating skills, in-depth knowledge of the markets, and anticipating change and forming teams of highly qualified professionals. Innovation and technology also played a crucial role in the Group’s growth trajectory. Apart from his business activities, Lorenzo Vangelisti is committed to social causes through Valeur Foundation, a non-profit organization that supports humanitarian initiatives, cultural projects, sports associations, and animal welfare.

Lorenzo Vangelisti (Valeur Group): bridging the gap between innovation and social responsibility

As CEO and Partner of Valeur Group, Lorenzo Vangelisti is committed to delivering exceptional results for clients through innovative and strategic asset management. With a deep understanding of finance and investment, he leads his team with passion and dedication. Founded in 2010, his financial firm has since expanded into a global reality of five interconnected companies.

Lorenzo Vangelisti at the head of Valeur Group

After developing significant expertise in major financial centers during his 25-year career, Lorenzo Vangelisti established his own financial firm Valeur Group, which aims to offer its clients a safe and stable financial environment to deliver competitive returns. With a focus on excellence, responsiveness, and efficiency, the firm specializes in asset management, investment advisory, risk management, trading, and real estate services. Looking at the Group’s impressive statistics – managing and advising 17 investment funds, trading more than 2 billion investment products annually, and developing and trading 500 investment solutions each year – it’s evident that it has achieved its objective of providing a safe and solid financial harbor for clients. With a strong European presence in Switzerland, the United Kingdom, and Luxembourg, it can count on a team of 18 experienced professionals dedicated to research and investment services, boasting a combined 250 years of experience in financial solutions. Since its inception, the firm headed by CEO Lorenzo Vangelisti has prioritized excellence, responsiveness, and efficiency, which are the three pillars that guide its activities. The Group’s companies operate in compliance with MIFID II regulations and are authorized by local financial supervisory authorities FCA and FINMA. Their ethical and professional standards also align with those of the CFA Institute, with some team members recognized as “CFA Charterholders”. Additionally, Valeur Group adheres to the Principles for Responsible Investment, a UN initiative that incorporates ESG issues into asset and investment management.

Lorenzo Vangelisti’s career path

Valeur Group’s CEO Lorenzo Vangelisti pursued his career after a strong and specialized education. After gaining the Swiss Certified Banking Specialist Certificate from Centro di Studi Bancari in Vezia, Switzerland, in 2001, he also obtained the Chartered Financial Analyst Certificate from the CFA Institute in Charlottesville, VA, USA, in 2004. His professional career started at Credit Suisse International, where he served as an Assistant Relationship Manager in the Private Banking Division. After developing expertise in structured products and derivatives, he became a Structured Products Specialist. He then went on to hold several positions of increasing responsibility, including Vice President in Credit Suisse’s Private Banking Network and Director of the Fixed Income and Equity Derivatives Division in London, his final role at Credit Suisse International before founding Valeur Group in 2010. Within a few years, his firm expanded into a truly global reality, offering products and services across various asset classes, management styles, objectives, and geographic regions. As Lorenzo Vangelisti explained in several interviews, the Group’s success can be attributed to various factors, including continually updating skills, in-depth knowledge of the markets, and anticipating change and forming teams of highly qualified professionals. Innovation and technology also played a crucial role in the Group’s growth trajectory. Apart from his business activities, Lorenzo Vangelisti is committed to social causes through Valeur Foundation, a non-profit organization that supports humanitarian initiatives, cultural projects, sports associations, and animal welfare.

The career path of Lorenzo Vangelisti, manager and CEO of Valeur Group

Manager and investor Lorenzo Vangelisti worked for several years in Credit Suisse, then in 2010 he founded his own financial company Valeur Group. Today he serves as CEO and has a team of professionals that deals with the investment process for the Group’s clients.

Lorenzo Vangelisti: the path that led to Valeur Group

Born in Mendrisio in 1977, Lorenzo Vangelisti started his career in the Private Banking Division of Credit Suisse as an Assistant Relationship Manager. The achievement of his first professional goals didn’t stop him from further specializing in the field by earning more certifications. He obtained the Swiss Certified Banking Specialist Certificate from Centro di Studi Bancari in Vezia in 2001, while in 2004 he got the Chartered Financial Analyst (CFA) Certificate. During his tenure at Credit Suisse, he took on roles of increasing responsibility. First, he was appointed Specialist in Structured Products and Derivatives, later he was named Vice President in the Private Banking Network. He moved to London in 2007 to serve as Director in the Fixed Income and Equity Derivatives Division, becoming responsible for institutional clients in Italy, Switzerland and Monaco. In 2010, three years after moving to London, he founded his own independent firm specialized in asset management, advisory, trading, research and real estate services: Valeur Group. Since then, he has guided the Group’s growth as Partner and CEO. The idea behind the organization was to create an independent group that could represent a safe and solid financial harbor for clients while also generating returns. Lorenzo Vangelisti is also a strong advocate for social causes. He established Valeur Foundation, a non-profit organization that supports humanitarian initiatives, cultural projects, sport associations and animals’ welfare.

Valeur Group: an insight into the company established by Lorenzo Vangelisti

The firm established by Lorenzo Vangelisti offers a great variety of services which are provided by four different companies connected to the Group: Valeur Capital Ltd, Valeur SA, Valeur Securities SA and Valeur Concept SA. Valeur Capital Ltd is based in London and constitutes the heart of the Group’s Asset Management and structured investment product services. The 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. Based in Lugano, Valeur SA is an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes. This is where markets and investment strategies research are carried out. The other company based in Lugano is Valeur Concept. Here 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. Valeur Securities is located in Pfäffikon and it operates as the trading desk providing an efficient investment platform with wide access to the market.

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, 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.

The investment strategies of Valeur Group: Lorenzo Vangelisti’s approach

With more than 25 years of international experience in banking, finance, and asset management, Lorenzo Vangelisti founded Valeur Group in 2010. As an independent business, the firm boasts significant and extensive experience in asset management, investment advisory, trading, research, and real estate services. It comprises five interrelated companies – Valeur Capital Ltd., Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. – which provide high value-added solutions to build customized strategies and investment products. Since its establishment, the firm’s mission is to provide a safe and solid financial harbor for clients while generating returns using excellence, proactivity and efficiency.

Insights into Valeur Group’s strategies unveiled by CEO Lorenzo Vangelisti

Lorenzo Vangelisti shares his vision for building successful businesses in a rapidly changing world, emphasizing the importance of building a team of highly skilled professionals who can adapt to market changes. Since founding Valeur Group in 2010, he has focused on constant skills development and market knowledge, resulting in a successful and truly international firm comprised of five interrelated companies. “Surround yourself with those on the same mission as you. The goal can be reached alone, but only together can we go further”, stated the CEO in his approach to creating thriving businesses in today’s rapidly changing world. Valeur Group, now a truly international firm, was discussed by the CEO in an interview with “The CEO Publication”, a global business magazine recognizing CEOs across the industry vertical. Lorenzo Vangelisti emphasized that “by combining everyone’s experience and skills, the path to reach the goal can acquire an even greater value and go far beyond what was initially hoped for”. Furthermore, he recalled the Group’s support for young talents to grow into successful investment professionals, stating that these individuals remain a valuable contribution to the firm’s success. As of today, many of them have grown into senior roles within the firm.

Lorenzo Vangelisti on Valeur Group’s commitment to innovation, technology, and social causes

Valeur Group has long been committed to innovation and technology, which have played a critical role in driving its growth alongside human capital. One example is the acquisition of LinkedTrade Technologies – a SaaS multi-dealer platform leading the way in the digital transformation of the structured products industry – which operates to make structured products available to all investors with a high level of transparency. This acquisition has further bolstered the Group’s position and offerings in the investment solutions space. As Lorenzo Vangelisti went on to explain in the interview, another significant undertaking driven by innovation and technology occurred in 2021, with the launch of Valeur Digital Platform, a blend of cutting-edge technology and long-standing expertise in the structured products sector. This platform has since proven to be a reliable solution that minimizes operational risks and time expenditures while scaling up distribution across various channels. During the interview, Lorenzo Vangelisti also stressed the importance of being committed to social causes, which is the reason behind the establishment of Valeur Foundation, a non-profit organization he founded to support humanitarian initiatives, social projects, animal welfare, and sports associations.

Valeur Group: quality and reliability in asset management

With operations in Switzerland, the United Kingdom, and Luxembourg, Valeur Group is an independent firm with extensive experience in asset management, investment advisory, trading, research, and real estate services. It comprises five complementary entities: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. The firm was established in 2010 by CEO Lorenzo Vangelisti, whose original idea was to provide a safe and solid financial harbor for clients. In an interview with “The CEO Publication”, the CEO talked about how the firm has evolved into a truly global reality.

The values fostered by Valeur Group

Interviewed by “The CEO Publication”, a global business magazine recognizing CEOs across the industry vertical, Valeur Group’s CEO Lorenzo Vangelisti addressed some key points about building a solid reality in the ever-evolving world of finance. This is exactly what he has managed to do since he founded his firm in 2010. As he explained, this is the result of some decisive elements combined with each other: a sound knowledge of the markets, the constant updating of skills, the ability of building teams of committed professionals. “Surround yourself with those on the same mission as you” is the advice the CEO shares with his team: “The goal can be reached alone, but only together can we go further. By combining everyone’s experience and skills, the path to reach the goal can acquire an even greater value and go far beyond what was initially hoped for”. By encouraging these values, Valeur Group has always supported young talents to join the team and develop into successful professionals. In fact, with the support of the highly qualified investment professionals already in the team, the firm helps young talents to shape their career into the financial industry – as of today, many of them has grown into senior roles within the firm.

Valeur Group’s projects: social commitment, innovation, and technology

The interview with CEO Lorenzo Vangelisti was also the occasion to explore how Valeur Group is committed to social causes through Valeur Foundation. The non-profit organization was founded on the initiative of the CEO with the aim of supporting humanitarian initiatives, cultural projects, sport associations and animals’ welfare. Through the Group and the Foundation, for example, the CEO instructed the investment into the Wildlife Conservation Bond, the financial instrument issued by the World Bank to defend the endangered species of black rhinos and protect the ecosystem in South Africa. In addition, Valeur Group’s CEO is also committed to embrace innovation and technology to improve the firm’s products and services. As he emphasized in the interview, these elements had a key role in the firm’s growth path. Just think of the acquisition of LinkedTrade Technologies Ltd., a SaaS multi-dealer platform leading the way in the digital transformation of the structured products industry. LinkedTrade Technologies Ltd. uses the most advanced technologies to digitally connect the buy-side and the sell-side, while offering end-to-end automation for the conception, pricing, trading, and risk monitoring of bespoke structured products. Lorenzo Vangelisti also highlighted the launch of Valeur Digital Platform in 2021: by combining innovation and long-term expertise, the platform makes investing in structured products fast, easy, and cost-effective.

“The CEO Publication” interviews Lorenzo Vangelisti, CEO at Valeur Group

The constant updating of skills, a sound knowledge of the markets and the ability to build teams of committed professionals are key assets when creating and managing a successful business in the ever-evolving world of finance. CEO Lorenzo Vangelisti talked about this in an interview with “The CEO Publication”, in which he focused on some decisive elements that led Valeur Group to evolve into a truly global reality. With extensive experience in asset management, investment advisory, trading, research, and real estate services, the firm is composed of five companies today: Valeur Capital Ltd., Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd.

“The CEO Publication”: an insight into Lorenzo Vangelisti’s firm Valeur Group

“Surround yourself with those on the same mission as you. The goal can be reached alone, but only together can we go further”. Lorenzo Vangelisti emphasized this in an interview published in “The CEO Publication” – a global business magazine recognizing CEOs across the industry vertical – in which he highlighted the vision he has been developing since the establishment of Valeur Group in 2010. A vision that allowed him to manage a successful firm in a world that is constantly evolving with incredible speed – namely, that of finance. Innovation, specialist skills, the ability to intercept changes in advance and to build teams of highly qualified professionals: these are the key elements that the Founder and CEO has leveraged. “By combining everyone’s experience and skills, the path to reach the goal can acquire an even greater value and go far beyond what was initially hoped for”, Lorenzo Vangelisti said in the interview, pointing out that this is the objective that Valeur Group has been trying to achieve since its establishment. The CEO also added that the Group has always committed itself to selecting young professional to join the team: as a result, many of them have developed into successful investment professionals, growing into senior roles and building their careers within the firm. The CEO explained that still today they make a significant contribution to the firm’s success.

Lorenzo Vangelisti: innovation and social commitment at Valeur Group

During the interview, CEO Lorenzo Vangelisti also addressed the importance of technology and innovation, both of which stimulated the growth of Valeur Group. These elements led to the launching of Valeur Digital Platform in 2021: the platform combines innovation and long-term expertise to overcome industry challenges and make investing fast, easy, and cost-effective, thus saving time, reducing operational risks, and scaling up distribution across multiple channels. In the same year, to further strengthen its positioning and its investment solutions offerings, the Group also acquired LinkedTrade Technologies Ltd., a SaaS multi-dealer platform that digitally connects the buy-side and the sell-side and offers end-to-end automation for the conception, pricing, trading, and risk monitoring of bespoke structured products. Based in London, it operates to make structured products available to all investors with a high level of transparency. The interview was also the occasion to explore how Valeur Group is committed to social causes through Valeur Foundation, the non-profit organization founded on the initiative of Lorenzo Vangelisti to support humanitarian initiatives, cultural projects, sport associations, and animals’ welfare. In this regard, the Group subscribed to the Wildlife Conservation Bond, the financial instrument issued by the World Bank to defend black rhinos and local communities in two natural reserves in South Africa, namely the Addo Elephant National Park and the Great Fish River Nature Reserve.

Asset management: Lorenzo Vangelisti’s committment at Valeur Group

Born in Mendrisio (Switzerland) in 1977, Lorenzo Vangelisti gained relevant experience in major financial centers over more than 25 years of working experience. He has specialized in banking, finance and asset management, leading to the establishment Valeur Group in 2010. Since then, the firm has managed to evolve into a truly global reality consisting of five interrelated companies – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd.

Lorenzo Vangelisti as Partner and CEO of Valeur Group

When Lorenzo Vangelisti founded the financial firm Valeur Group in 2010, his original idea was to provide a safe and solid financial harbor for clients, while generating competitive returns making excellence, responsiveness, and efficiency the key assets of the firm. It can be said that this objective has now been achieved if we look at the Group’s numbers: 17 investment funds managed and advised, 1 billion investment products traded each year, 140 investment solutions developed and traded annually, 18 experienced professionals dedicated to research and investment services, with 250 years of combined team experience in financial solutions. The Group headed by Lorenzo Vangelisti specializes in the areas of asset management, investment advisory, risk management, trading and real estate services. It has a strong European footprint and operates independently in Switzerland, the United Kingdom, and Luxembourg. Excellence, responsiveness, and efficiency are the Group’s three pillars since its establishment. Valeur Group’s companies conduct their activities in compliance with the MIFID II regulation and are authorized to operate by local financial supervisory authorities FCA and FINMA. They operate in line with the Principles for Responsible Investment, a UN initiative incorporating ESG issues into asset and investment management. Furthermore, the Group shares the ethical and professional standards of the CFA Institute, with some team members recognized as “CFA Charterholders”.

Lorenzo Vangelisti’s professional biography: asset management, innovation, and social commitment

Lorenzo Vangelisti specialized his studies by obtaining the Swiss Certified Banking Specialist Certificate (Centro di Studi Bancari in Vezia, Switzerland, 2001) and the Chartered Financial Analyst Certificate (CFA Institute in Charlottesville, VA, USA, 2004). He began his career at Credit Suisse International, where he first worked as Assistant Relationship Manager in the Private Banking Division. After specializing in structured products and derivatives, he started working as Structured Products Specialist. Subsequently, he was appointed to further positions of increasing responsibility, namely those of Vice President in the Credit Suisse’s Private Banking Network and Director of the Fixed Income and Equity Derivatives Division in London – the latter being his last professional role at Credit Suisse International before founding Valeur Group in 2010. In a few years, his firm evolved into a truly global reality, with products and services ranging across different geographic areas, asset classes, management styles, and objectives. As Lorenzo Vangelisti explained recently, this is the result of some key elements combined by the Group, among which are the constant updating of skills, a sound knowledge of the markets, and the ability of intercepting changes in advance and building teams of highly qualified professionals. In addition, innovation and technology have also had an essential role in the Group’s growth path. Valeur Group is also committed to social causes: this is done through the non-profit organization Valeur Foundation, which supports humanitarian initiatives, cultural projects, sport associations, and animals’ welfare.

The values fostered by Valeur Group: CEO Lorenzo Vangelisti interviewed by “The CEO Publication”

Lorenzo Vangelisti has specialized in banking, finance and asset management over more than 25 years of international experience, leading to the foundation of Valeur Group in 2010. His firm is an independent business with significant and extensive experience in asset management, investment advisory, trading, research, and real estate services. It is composed of five interrelated companies: Valeur Capital Ltd., Valeur Securities SA, Valeur SA, Valeur Concept SA and LinkedTrade Technologies Ltd.

Valeur Group’s strategies explained by CEO Lorenzo Vangelisti

“Surround yourself with those on the same mission as you. The goal can be reached alone, but only together we can go further”: this is how Lorenzo Vangelisti presents his vision for building successful businesses in a world that is constantly evolving with incredible speed. A constant updating of skills, a deep knowledge of the markets, the ability of intercepting changes in advance and building teams of highly qualified professionals. This is exactly what the manager and investor has been doing since he established his financial firm Valeur Group in 2010. Since then, the firm has evolved into a truly international reality that consists of five interrelated companies. Lorenzo Vangelisti talked about this in an interview with “The CEO Publication”, a global business magazine recognizing CEOs across the industry vertical. “By combining everyone’s experience and skills, the path to reach the goal can acquire an even greater value and go far beyond what was initially hoped for”, he emphasized in the interview, also recalling how the Group, since the early days, has supported young talents to develop into successful investment professionals. Furthermore, Valeur Group has often retained young people giving them the opportunity to build their careers within the firm. As the CEO confirmed, still today they are a precious contribution to the Group’s success.

Lorenzo Vangelisti: Valeur Group’s innovation, technology and social commitment

In addition to the human capital, Valeur Group’s growth was also stimulated by decisive elements such as innovation and technology, which the Group has always embraced to improve its solutions. It is no coincidence that the Group includes LinkedTrade Technologies among its companies: acquired in 2021, it is a SaaS multi-dealer platform leading the way in the digital transformation of the structured products industry. The company is based in London and operates to make structured products available to all investors with a high level of transparency. With this acquisition, Lorenzo Vangelisti’s firm has further strengthened its positioning and its investment solutions offerings. As the CEO went on to explain, in 2021 the Group also carried out another key operation inspired by innovation and technology: in that year, the Valeur Digital Platform was launched, combining innovation and long-term expertise in the structured products sector. Today, the platform is a proven solution that reduces operational risks and saves time, while scaling up distribution across multiple channels. In the interview, Lorenzo Vangelisti also focused on the importance of committing to social causes. As he finally explained, this is the purpose of Valeur Foundation, the non-profit organization he created to support social projects and humanitarian initiatives, as well as animals’ welfare and sport associations.

Lorenzo Vangelisti’s career as Founder and CEO of Valeur Group

Lorenzo Vangelisti was born in Mendrisio (Switzerland) in 1977. He is a manager and investor with more than 20 years of international experience in banking and finance. In 2010 he established Valeur Group, an independent firm operating in asset management, investment advisory, risk management, trading, and real estate services. He is the CEO of the Group and is committed to leading it to provide a safe and solid financial harbor for clients.

Lorenzo Vangelisti: education and career before establishing Valeur Group

Lorenzo Vangelisti's professional path features a strong specialized education. After receiving his high school diploma from the "Scuola cantonale di commercio" in Bellinzona (Switzerland), in 2001 he continued his studies with a Swiss Certified Banking Specialist Certificate, which he earned from Centro di Studi Bancari - Vezia (Switzerland). Three years later, he strengthened further his professional skills and obtained the Chartered Financial Analyst (CFA) Certificate, issued by the CFA Institute in Charlottesville, VA (USA). Previously, he had already started to work at a high-profile financial firm: in 1996 he joined Credit Suisse International, where he first served as Assistant Relationship Manager for the Private Banking Division. Lorenzo Vangelisti subsequently specialized in Structured Products and Derivatives and took on the role of Structured Products Specialist. In a few years, he was appointed to several positions of responsibility at Credit Suisse International: first as Vice President of the Private Banking Network and later, after moving to London, he became Director of the Fixed Income and Equity Derivatives Division, a role which made him responsible for institutional clients in Italy, Switzerland, and Monaco.

Lorenzo Vangelisti's commitment at Valeur Group

In 2010 Lorenzo Vangelisti founded Valeur Group: his main idea was to create a firm that could represent a safe financial harbor for clients and investments. As Partner and CEO, he is committed to leading the firm with the objective of delivering excellence in all the services provided. These include high value-added solutions ranging across a broad array of geographies, asset classes, styles, and objectives. The Group operates independently in asset management, investment advisory, risk management, trading, and real estate services, with operations in Switzerland, Luxembourg, and the United Kingdom carried out by five interrelated companies. Valeur Capital Ltd is based in London and represents the heart of Valeur Group's asset management and structured investment product services. It specializes in developing the most advanced financial engineering techniques in order to build and price customized products. Valeur Capital Ltd manages Luxembourg-based funds (SIF and UCITS) and is authorized by the Financial Conduct Authority. Valeur SA (Lugano) is the hub of the Group's research and operates as an asset manager of foreign collective investment schemes. It was awarded with the LICol/CISA license and manages UCITS and SIF Luxemburg funds. Valeur Securities SA (Pfäffikon, Switzerland) is instead the Group's trading desk providing an investment platform with broad access to the market. The firm headed by Lorenzo Vangelisti also includes Valeur Concept SA - which is based in Lugano and provides real estate investment solutions and architectural services - and SaaS multi-dealer platform LinkedTrade Technologies Ltd., a London-based digital platform for trading products.

Valeur Group: focus sulla carriera del CEO e fondatore Lorenzo Vangelisti

Un'importante esperienza in Credit Suisse, la nomina come Direttore di una delle Divisioni di Londra e infine la decisione di avviare un proprio percorso professionale: i dettagli della carriera di Lorenzo Vangelisti, fondatore e CEO di Valeur Group.

Lorenzo Vangelisti: la formazione e i primi incarichi professionali

Fondato nel 2010, Valeur Group è un gruppo indipendente che ha saputo espandersi a livello internazionale nei settori dell'asset management, advisory, ricerca, trading e real estate. A guidare il percorso di successo il suo fondatore e CEO, Lorenzo Vangelisti. Manager e investitore classe 1977, nasce a Mendrisio, in Svizzera, e frequenta la Scuola Cantonale di Commercio di Bellinzona. La sua attitudine al mondo della finanza si manifesta subito dopo gli studi: nel 1996 fa infatti il suo ingresso in Credit Suisse come Assistant Relationship Manager per la divisione Private Banking. In quegli anni Lorenzo Vangelisti porta avanti parallelamente la sua formazione: consegue infatti sia lo Swiss Certified Banking Specialist Certificate, rilasciato dal Centro di Studi Bancari (Vezia), che il CFA (Chartered Financial Analyst).

Lorenzo Vangelisti: gli anni della fondazione di Valeur Group

Dal 1999 al 2006 Lorenzo Vangelisti prosegue la sua esperienza in Credit Suisse come Specialista di Prodotti Strutturati e Derivati. Il 2007 è l'anno della svolta. Dopo essere stato nominato Vice Presidente del Private Banking Network, nello stesso anno si trasferisce a Londra per assumere l'incarico di Direttore della divisione Fixed Income and Equity Derivatives. Nel Regno Unito si occupa degli investitori istituzionali italiani, svizzeri e monegaschi. La carriera in Credit Suisse termina nel 2010, anno in cui Lorenzo Vangelisti decide di mettere a frutto le competenze acquisite con l'esperienza fondando Valeur Group. Oggi il gruppo indipendente è composto da 5 società, Valeur Capital Ltd, Valeur Securities SA, Valeur SA e Valeur Concept SA, alle quali si è recentemente aggiunta la fintech company LinkedTrade Technologies.

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

Valeur Group, headed by Lorenzo Vangelisti, has announced the acquisition of LinkedTrade, a SaaS multi-dealer platform, to strengthen its positioning and enhance its investment solutions offerings.

Lorenzo Vangelisti: the acquisition of LinkedTrade

"We are 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": Lorenzo Vangelisti, Valeur Group's CEO, announced the acquisition of SaaS multi-dealer platform LinkedTrade, a London-based FinTech company. "We are very pleased to join Valeur Group - Nicolas Gaumont-Prat, LinkedTrade's CEO, commented - We share their strategic view and founding values of professionalism, accuracy, and a result-oriented approach. It is the beginning of a successful partnership that will allow us to accelerate our developments in LinkedTrade and broaden our digital services". With the recently completed acquisition, the team led by Lorenzo Vangelisti will have the opportunity to strengthen its offering, as well as to improve its efficiency and distribution channels.

Valeur Group: the company founded by Lorenzo Vangelisti

Independent business specialized in asset management, trading, advisory, structuring of tailor-made investment funds and real estate services, Valeur Group was founded in 2010 by Lorenzo Vangelisti, who still leads the company as Chief Executive Officer. The Group has a European footprint and currently operates in Switzerland, the United Kingdom and Luxembourg: it offers high value-added solutions in order to build customized strategies and investment products that include all asset classes and different management styles. The acquisition of LinkedTrade, which will remain independent, is part of a growth process that has been going on for over 10 years: Valeur Group's purpose is to expand operations globally and to invest in innovation and technology. Today, the Group headed by Lorenzo Vangelisti has 1.7 billion euros in assets under management and 18 investment funds (management and advisory).

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

Valeur Group, headed by Lorenzo Vangelisti, has announced the acquisition of LinkedTrade, a SaaS multi-dealer platform, to strengthen its positioning and enhance its investment solutions offerings.

Lorenzo Vangelisti: the acquisition of LinkedTrade

"We are 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": Lorenzo Vangelisti, Valeur Group's CEO, announced the acquisition of SaaS multi-dealer platform LinkedTrade, a London-based FinTech company. "We are very pleased to join Valeur Group - Nicolas Gaumont-Prat, LinkedTrade's CEO, commented - We share their strategic view and founding values of professionalism, accuracy, and a result-oriented approach. It is the beginning of a successful partnership that will allow us to accelerate our developments in LinkedTrade and broaden our digital services". With the recently completed acquisition, the team led by Lorenzo Vangelisti will have the opportunity to strengthen its offering, as well as to improve its efficiency and distribution channels.

Valeur Group: the company founded by Lorenzo Vangelisti

Independent business specialized in asset management, trading, advisory, structuring of tailor-made investment funds and real estate services, Valeur Group was founded in 2010 by Lorenzo Vangelisti, who still leads the company as Chief Executive Officer. The Group has a European footprint and currently operates in Switzerland, the United Kingdom and Luxembourg: it offers high value-added solutions in order to build customized strategies and investment products that include all asset classes and different management styles. The acquisition of LinkedTrade, which will remain independent, is part of a growth process that has been going on for over 10 years: Valeur Group's purpose is to expand operations globally and to invest in innovation and technology. Today, the Group headed by Lorenzo Vangelisti has 1.7 billion euros in assets under management and 18 investment funds (management and advisory).

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'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.

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: 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.

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: 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.

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 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.

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: 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.