Showing posts with label Valeur Group. Show all posts
Showing posts with label Valeur Group. Show all posts

Wednesday, April 6, 2022

Valeur Group’s strong international experience in asset management

Valeur Group is an independent business with extensive experience in asset management, investment advisory, risk management, trading, and real estate. It comprises five complementary entities: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA and LinkedTrade Technologies Ltd. Each company specializes in a specific financial area. The Group has a European footprint and operates in Switzerland, the United Kingdom and Luxembourg: its mission is to provide a safe and solid financial harbor while offering high value-added solutions.

Valeur Group

Financial services: the experience of Valeur Group

Optimal allocation, careful analysis and competitive returns can be found in Valeur Group. An independent firm operating in the financial sector, the Group is a truly international reality offering products and services that range across different geographic areas, asset classes, management styles, and objectives. Its core aim is to provide a safe and solid financial harbor for clients while generating returns using excellence, proactivity and efficiency. Since its establishment in 2010, it has been providing investment solutions in areas including asset management, investment advisory, risk management, trading, and real estate. The Group pursues its mission by making responsiveness, excellence and efficiency its key assets. Valeur Group operates though the involvement of five companies. Valeur Capital Ltd is based in London and represents the heart of the Group's asset management and structured investment product services. Authorized by the Financial Conduct Authority, it manages Luxembourg-based funds (SIF and UCITS) and carries out research and market analysis along with the Group. It specializes in developing the most advanced financial engineering techniques in order to build and price customized products. Lugano-based Valeur SA is instead an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes. It is the hub of the Group's research, with specialized investment strategies continuously implemented. Valeur SA was awarded with the LICol/CISA license and manages UCITS and SIF Luxemburg funds.

Valeur Group, an independent firm with a European footprint

Three other companies operate in synergy within Valeur Group. Valeur Securities SA, the Group's trading desk providing an investment platform with broad access to the market. It is based in Pfäffikon (Switzerland) and has a team with extensive experience in dealing with both traditional and alternative asset classes, as well as with order execution. Valeur Securities SA is authorized by the FINMA - the Swiss Financial Market Supervisory Authority - for the distribution of collective investment schemes. Another entity is also based in Switzerland, more specifically in Lugano: it is Valeur Concept SA, a company operating in real estate and architecture. Built upon the Group's profound understanding of the Italian and Swiss real estate markets, it has great expertise covering a wide variety of real estate investment solutions and architectural services. The fifth company is SaaS multi-dealer platform LinkedTrade Technologies Ltd., a London-based digital platform for trading products. Valeur Group is a client driven international firm that commits itself to creating long-lasting relationships with investors. Not surprisingly, it has strong relationships with 25 market operators. Its activities are conducted according to the MIFID II regulatory directive and are authorized by local financial supervisory authorities (FCA and CSSF). It adheres to the ethical and professional standards of the CFA Institute, and operates in line with the Principles for Responsible Investment (PRI), a UN initiative combining asset and investment management with ESG principles.

Monday, February 21, 2022

London-based company LinkedTrade joins Valeur Group

The head of independent business Valeur Group announced the successful acquisition of London-based company LinkedTrade.

Valeur Group

Valeur Group reached a "milestone" according to CEO Lorenzo Vangelisti

"A milestone": this is the word used by Lorenzo Vangelisti, Valeur Group Founder and CEO, to describe the successful operation. "We are very proud of this agreement - he commented - which enables us to provide our clients with an increasingly comprehensive service,and is the starting point to develop LinkedTrade's technology further". The acquisition of SaaS multi-dealer platform LinkedTrade will contribute to expanding the Group's investment solutions and technology edge. It will in fact enable Valeur Group to expand its offerings, improve its efficiency and extend the distribution channels. LinkedTrade activity concerns the connection between the Buy-side and the Sell-side and also the offering of end-to-end automation for the conception, pricing, trading and risk monitoring of bespoke structured products. The acquisition falls within an investment strategy whose goal is to invest in innovation and technology as well as to expand operations world-wide. According to the terms of the operation and as announced by the interested parties, the London-based Fintech company will maintain its independence while leveraging the Group's investment strategy. LinkedTrade's CEO Nicolas Gaumont-Prat also commented on the operation. "We are very pleased to join Valeur Group" he said. Then he added: "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". In order to ensure a smooth transaction, the Group required the assistance of the international law firm DLA Piper, who took care of all legal aspects related to the involved jurisdictions.

The History of Valeur Group

Valeur Group is an independent group specialized in asset management, advisory, trading, structuring of tailor-made investment funds and real estate services. It was founded in 2010 by Lorenzo Vangelisti, who is still the head of the firm. The business is characterized by a European footprint, with operations led in Switzerland, the United Kingdom and Luxemburg. It offers high value-added solutions to build customized strategies and investment products, which range across all asset classes and different management styles. Its mission is to be a safe harbor for its customers and providing them high returns and a solid portfolio, which is all pursued with excellence, responsiveness, and efficiency. Supported by a team of 18 experienced investment professionals, Valeur Group today has assets under management of 1.7 billion euros and 18 investment funds between management and advisory, as well as consolidated relationships with over 25 market operators. The Group also promotes the Principles for Responsible Investment, which is a UN initiative combining ESG principles with asset management, andt shares the standards of the CFA Institute, with some team members recognized as "CFA Charterholders". It is authorized to operate by local financial supervisory authorities such as FCA and FINMA, and it conducts its activities in compliance with the new MIFID II regulation.

Tuesday, February 8, 2022

Valeur Group, investment services with high added value

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

Valeur Group

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

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

Value-added investment solutions: how Valeur Group operates

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

Thursday, December 2, 2021

Valeur Group: Lorenzo Vangelisti’s dream come true

Founded over ten years ago on the initiative of Lorenzo Vangelisti, Valeur Group is a company with a European character offering investment solutions with high added value. In May 2021, the company acquired London-based digital platform for trading structured products LinkedTrade.

Valeur Group

The story of Valeur Group

Valeur Group is a well-established company operating independently in the financial sector. Its areas of expertise include: asset management, investment advisory, risk management, trading and real estate services. The story of the Group can be dated back to 2010, when the manager and current CEO of the company, Lorenzo Vangelisti, decided to start the firm, after years of working in the sector of banking and finance. Before founding Valeur Group, he worked in Credit Suisse, first in the Private Banking Division, then in the Investment Banking Division and finally as Director of the Fixed Income and Equity Derivatives Team. With all the experience acquired through the years, Vangelisti took the leap and started a company today operating in Switzerland, United Kingdom and Luxemburg. Valeur Group is in fact composed by four companies: Valeur SA, Valeur Capital Ltd, Valeur Securities SA and Valeur Concept SA. Each company is specialized in a specific area. Valeur Securities SA, the trading desk of the company, provides an efficient investment platform with wide access to the market; Valeur Concept SA is specialized in real estate investment solutions and architectural services; Valeur SA is an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes; Valeur Capital Ltd is the heart of the Group's Asset Management. In order to pursue their operations, the Group can count on the work of experts with over ten years' experience and who are responsible for building personalized high added value investment strategies. Specialist skills like different types of geographical areas, asset classes, management styles and objectives are part of their asset.

Valeur Group: mission and sustainable investments

Since the beginning, Valeur Group's mission was to become a safe harbor for its clients, a trusted company that could ensure them a solid portfolio as well as competitive returns. In order to reach this objective, the company has made excellence, responsiveness and efficiency its main qualities. This philosophy allowed the Group led by Lorenzo Vangelisti to develop a solid structure and expand the range of solutions offered. This growth ultimately led to the achievement of competitive results and high returns. Every activity of the Group, from the search for the best investment opportunities and optimal allocation to the detailed analysis underlying the construction of the portfolio, are carried out with strict discipline in both decision-making processes and risk management. Valeur Group also promotes a UN initiative combining ESG principles with asset management, called the Principles for Responsible Investment. It shares CFA Institute standards and some of the team members are "CFA Charterholders". The Group's activity is authorized by local financial supervisory authorities, such as FCA and CSSF, and it operates according to the new MIFID II regulatory directive.

Wednesday, November 24, 2021

Excellence, responsiveness and efficiency: the pillars of Valeur Group

The team of Valeur Group, that comprises professionals with more than 10 years' experience, offers its clients customized investment solutions.

Valeur Group

Valeur Group: a modern and international firm

Valeur Group is an international and independent firm that manages its activities in the financial sector in Switzerland, the United Kingdom and Luxembourg. It was founded in 2010 by Lorenzo Vangelisti, current Chief Executive Officer, whose team offers a significant 10 years' experience in asset management, investment advisory, trading, research, and real estate services. The Group operates through the synergy of four associated companies (Valeur Capital Ltd, Valeur SA, Valeur Securities SA, e Valeur Concept SA) in order to deliver excellence in all the services provided and offer clients customized investment solutions. Valeur Capital Ltd is the heart of the Group's Asset Management and customized investment products; Valeur SA is an asset manager of foreign collective investment schemes in line with the Federal Act on Collective Investment Schemes; Valeur Securities SA is the trading desk that provides efficient investment platform with a wide access to the market; Valeur Concept operates in real estate investment solutions and architectural services. The activity of Valeur Group includes 20 investment funds in management and advisory, 1.6 billion euros in asset under management, as well as solid relationships with 25 market operators and 140 innovative investment solutions developed and traded each year.

Valeur Group's mission and pillars

Excellence, responsiveness and efficiency are the three essential pillars of Valeur Group's investments strategies, which aims to become a safe and solid financial harbour while generating returns. The firm managed to increase the number of investment solutions offered, which now ranges across different types of geographical areas, asset classes, management styles and objectives. Its activity includes customized investment strategies and value-added solutions: the team of Valeur Group is involved through the entire investment process, from the analysis of the market and the search for the best opportunities, to the building of the most efficient portfolios while keeping a strict risk management process. The company shares CFA Institute ethical and professional standards and it is in line with the Principles for Responsible Investment - PRI, a United Nations initiative incorporating ESG principles with asset and investment management. In May 2021 the Group announced the acquisition of LinkedTrade, a London-based FinTech company, to strengthen its position and improve its range of investment solutions.

Friday, October 8, 2021

Valeur Group: a new way of doing finance

In 2010 the finance expert Lorenzo Vangelisti founded Valeur Group, an independent company active in the areas of asset management, investment advisory, risk management, trading and real estate services. Among its latest activities there is the acquisition of the London-based digital platform LinkedTrade.

Valeur Group

Valeur Group: profile

Valeur Group is a modern and international company active in the financial sector. It has offices in Switzerland, Luxembourg and the United Kingdom, which makes it a company with a very European character. It specializes in asset management, investment advisory, risk management, trading and real estate services. Its story can be dated back to 2010 when its current CEO, Lorenzo Vangelisti, who had been working in banking and finance for many years, decided to found its own financial firm. The Group operates with the synergetic involvement of four associated companies: Valeur Capital Ltd, Valeur Securities SA, Valeur SA and Valeur Concept SA. Valeur Capital Ltd makes the heart of the Group's Asset Management and customized investment product services; Valeur Securities SA is the trading desk that provides efficient investment platform with a wide access to the market; Valeur SA represents an asset manager of foreign collective investment schemes in compliance with the Federal Act on Collective Investment Schemes; Valeur Concept is specialized in real estate investment solutions and architectural services. In Valeur Group offices a team of experts with over ten years' experience takes care of building personalized high added value investment strategies and it does it by relying on a series of specialist skills that ranges from different types of geographical areas and asset classes, objectives and management styles. Today Valeur Group has consolidated relationships with more than 25 market operators, it has 2 billion Euros in assets under management and 20 investment funds between management and advisory.

Valeur Group's pillars

The core aim of Valeur Group is that of becoming a safe harbor for all those who desire a solid portfolio and competitive returns. Their mission, which hasn't changed since the foundation, is pursued by making qualities like responsiveness, excellence and efficiency their key assets. Thanks to this philosophy the Group led by Lorenzo Vangelisti managed to develop a solid global structure and increase the number of solutions offered, which now range from the search for the best investment opportunities and optimal allocation to detailed analysis that is at the base of the portfolio's construction. All these activities are carried out with strict discipline both in the process of decision-making and in risk management. Valeur Group is also interested in actions aimed at making the future greener and more sustainable. The company is in fact committed to sustainable investments. It supports the UN initiative combining ESG principles with asset management, which is called "Principles for Responsible Investment". Besides, the Group shares CFA Institute standards and members of the team are recognized as "CFA Charterholders", it is authorized to operate by local financial supervisory authorities like FCA and CSSF and all its activities are conducted pursuant to the new MIFID II regulatory directive.

Monday, September 20, 2021

Solid portfolio and high returns thanks to Valeur Group

Valeur Group was founded over ten years ago by Lorenzo Vangelisti and it is gaining momentum thanks to the offering of investment solutions with high added value. One of its latest activities is the acquisition of the London-based digital platform for trading structured products LinkedTrade.

Valeur Group

Valeur Group's company profile

Valeur Group is a modern company with a European character that operates in the financial sector, more specifically it specializes in asset management, investment advisory, risk management, trading and real estate services. The Group, which was founded in 2010 on the initiative of its CEO Lorenzo Vangelisti, operates in Switzerland, United Kingdom and Luxembourg thanks to the synergetic involvement of its four entities: Valeur Capital Ltd (dedicated to managing customized mandates, tailored to clients' requirements), Valeur Securities SA (trading company which provides an efficient investment platform with wide access to the market), Valeur SA (asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes) and Valeur Concept SA (specialized in real estate investment solutions and architectural services). The CEO created Valeur Group after many years of working in the banking and finance industry for leading international firm Credit Suisse, where he started in the Private Banking Division. Inside the Group, a team of experts with over ten years' experience is in charge of building personalized high added value investment strategies, making use of specialized skills ranging across different types of geographical areas and asset classes, management styles and objectives. The Group has 2 billion Euros in assets under management, 20 investment funds between management and advisory, and it can count on consolidated relationships with over 25 market operators.

Valeur Group's mission

The most important value in Valeur Group is to be a safe harbor for its clients by ensuring a solid portfolio and competitive returns, which represents the Group's mission since its foundation. In order to pursue this objective, Valeur Group made qualities such as excellence, responsiveness and efficiency its key assets. They stand out in every activity of the Group: from the search for the best investment opportunities and optimal allocation to the detailed analysis underlying the construction of the portfolio. These are complemented by a strict discipline defining both decision-making processes and risk management. This approach allowed the firm to develop a solid global structure and expand the range of solutions proposed. In addition to high returns and competitive results, Valeur Group also aims at providing excellent products and services. Among other things, the company promotes sustainable investments. As a matter of fact, it supports the UN initiative that combines ESG principles with asset management, that is the "Principles for Responsible Investment". The Group also shares CFA Institute standards and some members of the team are recognized as "CFA Charterholders". Lastly, it is authorized to operate by FCA and CSSF (the local financial supervisory authorities) and all of its activities are conducted in compliance with the new MIFID II regulatory directive.

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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