Valeur Group’s experience and impact in the financial industry

Comprising Valeur SA, Valeur Capital Ltd, Valeur Securities SA, Valeur Concept SA, and LinkedTrade Technologies Ltd, Valeur Group operates in Switzerland, the United Kingdom, and Luxembourg to deliver unparalleled asset management services through its synergistic efforts. The Group’s primary objective is to offer clients a safe and solid financial harbor while generating returns through its commitment to excellence, proactivity, and efficiency. With a robust presence in Europe, it aims to be the preferred choice for those seeking top-tier financial services.

Valeur Group: asset management experience and innovation

Valeur Group is an independent entity operating in the financial industry. Founded in 2010 by CEO Lorenzo Vangelisti, it delivers a wide range of products and services tailored to different geographic areas, asset classes, management styles, and objectives. Drawing upon extensive experience, it offers value-added solutions to develop bespoke investment strategies, which are characterized by optimal allocation, meticulous analysis, and competitive returns, underpinned by key assets such as excellence, proactivity, and efficiency. Since its establishment, it has grown into a global reality comprising five interdependent companies. Valeur Capital Ltd (London) is the heart of Valeur Group’s asset management and structured investment product services. It is authorized by the Financial Conduct Authority to manage Luxembourg-based funds (SIF and UCITS). Alongside the Group, it conducts research and market analysis to design the most appropriate fund strategies. Valeur SA (Lugano) acts as an asset manager of foreign collective investment schemes under the Federal Act on Collective Investment Schemes, serves as the Group’s research hub and manages UCITS and SIF Luxembourg funds. Valeur Securities SA (Pfäffikon) is the Group’s trading desk and provides an investment platform with broad access to the market. Authorized by the FINMA for the distribution of collective investment schemes, it can count on a team of skilled traders with extensive knowledge in dealing with both traditional and alternative asset classes, in addition to order execution.

Valeur Group’s values and commitment

The fourth company is Valeur Concept SA (Lugano), which is built upon the Group’s extensive experience and profound understanding of the Italian and Swiss real estate markets. Its expertise covers a wide variety of real estate investment solutions and architectural services. Finally, the Group’s fifth entity is LinkedTrade Technologies Ltd, London-based SaaS multi-dealer platform that offers end-to-end automation for the conception, pricing, trading, and risk monitoring of bespoke structured products. The collaborative approach of the five entities allows Valeur Group to develop a broad array of investment solutions, with a successful strategy focusing on optimal allocation, the search for the best opportunities, detailed analysis of portfolios construction, as well as a strict discipline in risk management and decision-making processes. The five companies operate in full compliance with the strictest regulatory standards – including the MIFID II regulatory directive – and are authorized by local financial supervisory authorities (FCA and CSSF). Furthermore, they operate in line with the Principles for Responsible Investment – a UN initiative incorporating ESG principles with asset and investment management – and adhere to the ethical standards of the CFA Institute, with some team members recognized as “CFA Charterholders”. With CEO Lorenzo Vangelisti leading the Group since its establishment, Valeur Group places responsiveness, excellence, and efficiency at the core of its mission, operating as a client-driven firm committed to building long-lasting relationships with investors.

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.

Valeur Group’s premier services for asset management

With a focus on providing clients a safe and reliable financial harbor, Valeur Group generates returns through investment solutions that encompass geographies, asset classes, styles, and objectives. The firm was founded in 2010 by finance expert Lorenzo Vangelisti, who remains at the helm of the firm as Chief Executive Officer. Its business is marked by a robust European presence, with operations led in Switzerland, the United Kingdom, and Luxembourg. The Group comprises five complementary entities – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. Their offerings are backed by extensive expertise and an unwavering commitment to client satisfaction, making the firm a trusted partner for all financial needs.

Valeur Group’s five companies: excellent services in investment finance

Comprising five synergistic entities, Valeur Group provides high-value solutions for creating customized strategies and investment products. Its core asset management services are anchored by London-based company Valeur Capital Ltd, which specializes in cutting-edge financial engineering techniques, research, and market analysis. Valeur Capital Ltd is authorized by the Financial Conduct Authority and manages Luxembourg-based funds, including SIF and UCITS, in collaboration with the Group. Instead, Lugano-based Valeur SA specializes in managing foreign collective investment schemes according to the Federal Act on Collective Investment Schemes. It manages UCITS and SIF Luxemburg funds, continuously implementing specialized investment strategies to achieve superior results. With a focus on trading activities, Valeur Securities SA is another key component of Valeur Group’s offerings. Based in Pfäffikon, Switzerland, it provides a state-of-the-art trading platform that delivers access to a wide range of markets. Its team has extensive experience in dealing with both traditional and alternative asset classes, and boasts a strong track record in order execution. Valeur Securities SA is authorized by the Swiss Financial Market Supervisory Authority (FINMA) to distribute collective investment schemes.

Asset management: Valeur Group’s mission and values

Valeur Concept SA is another entity belonging to the Group. It operates in the real estate and architectural services sector from its base in Lugano, with great efficiency deriving from the Group’s deep understanding of the Swiss and Italian real estate markets. Valeur Group’s fifth entity is LinkedTrade Technologies Ltd, based in London. It provides a SaaS multi-dealer platform, which leverages extensive expertise to automate the conception, pricing, trading, and risk monitoring of bespoke structured products. With CEO Lorenzo Vangelisti at the helm of the Group, Valeur Group operates as a client-driven firm committed to building long-lasting relationships with investors. From the outset, the firm has specialized in investment solutions in areas including asset management, investment advisory, trading, research, and real estate services, while placing responsiveness, excellence, and efficiency at the core of its mission. To that end, it strictly adheres to regulatory standards and is authorized by local financial supervisory authorities (FCA and CSSF), while also promoting the Principles for Responsible Investment and adhering to the ethical and professional standards of the CFA Institute. Furthermore, the Group’s activities are conducted according to the MIFID II regulatory directive. Valeur Group’s products and services span different geographic areas, asset classes, management styles, and objectives, truly making it an international entity.

Alessandro Noceti’s leadership drives Valeur Capital’s success in asset management

Alessandro Noceti is an expert in the financial sector with over a decade of experience in the credit and equity markets. Throughout his career, he has held several positions of growing responsibility in the finance industry. At present, he is the Head of Distribution at Valeur Group, an independent firm with extensive experience in asset management, investment advisory, trading, research, and real estate services. He joined the Group in 2015 as the Director of Valeur Capital and has since contributed significantly to the firm’s success. In 2019, he was also appointed Director of Valeur Securities.

Alessandro Noceti’s successful experience at Valeur Group

Alessandro Noceti is currently the Director of Valeur Capital and Valeur Securities, two companies belonging to Valeur Group. His focus is on developing appropriate fund strategies through research and market analysis. Located in London, Valeur Capital oversees the management of Luxembourg-based funds, including SIF and UCITS, and represents the core of the Group’s comprehensive asset management and customized investment products services. Director Alessandro Noceti leads the company with the primary aim of devising the most cutting-edge fund strategies, which are informed by extensive research and market analysis conducted together with the other entities of the Group. Authorized and regulated by the Financial Conduct Authority, Valeur Capital is committed to upholding the highest industry standards. Four years after his arrival at Valeur Group, Alessandro Noceti was also appointed Director of Valeur Securities, based in Pfäffikon, Switzerland. As the head of the Group’s trading desk, he oversees an efficient investment platform that offers wide access to the market. Valeur Securities is authorized by the Swiss Financial Market Supervisory Authority for the distribution of collective investment schemes. Its team of traders has extensive experience in dealing with traditional and alternative asset classes and order execution, ensuring clients receive the best possible service.

The career path of financial expert Alessandro Noceti

Alessandro Noceti’s career is defined by a sound specialized education and roles of increasing responsibility. He obtained his Degree in Economics from the University of Modena and Reggio Emilia, Italy, and a Master in European Business Studies specializing in Finance from the ESCP-EAP European School of Management (London/Turin), which he completed in 2007. In addition, he was a member of the Institute’s BDE Committee. He also pursued a Master in Business Administration at the ESCP Business School in London, further enriching his academic background. He started his career at Credit Suisse International in London in 2008, where he initially served as Analyst in the Investment Banking - Equity and Fixed Income Derivatives Sales Department. Later, he took on the role of Associate, where he was responsible for sales coverage for Italian retail and institutional clients. Alessandro was then appointed Vice President with oversight of the Italian Real Money sector, a role he held from 2012 to 2014. During these years, he had the opportunity to further develop his specialized skills, and in 2015 he was appointed Director with responsibility for the Italian Pension Fund cluster, which was his final professional role at Credit Suisse International before joining Valeur Group. Alessandro Noceti is a native speaker of Italian and English and he is also fluent in Spanish.

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.

Valeur Group: an independent company for investment solutions

Valeur Group builds its investment process on four pillars: searching for the best opportunities, optimized allocation, portfolio-building and thorough risk management. Through a strict discipline in decision-making processes and risk management, it implements investment processes that provide a safe harbour for its clients, producing solid portfolios and competitive returns.

Valeur Group: services and investment solutions

Valeur Group, an international and independent company established in 2010 by Lorenzo Vangelisti (current Chief Executive Officer), specializes in asset management, investment advisory, risk management, trading, research and real estate services. The company operates in Switzerland, the United Kingdom and Luxembourg through the synergy of its four associated companies - Valeur SA, Valeur Capital Ltd, Valeur Securities SA, Valeur Concept SA, and LinkedTrade Technologies. The team, composed of skilled professionals with over a decade of experience on average, is committed to providing superior service and value-added solutions for tailored investment strategies. The company's range of investment products and services spans different geographies, asset classes, management styles and goals. As an independent firm, Valeur Group adheres to the highest standards of integrity and avoids conflicts of interest.

Valeur Group: excellence, responsiveness and efficiency

Valeur Group's investment strategies prioritize excellence, responsiveness and efficiency to provide not only competitive outcomes and high returns but also exceptional services and products. Over the last decade, the company has expanded its range of activities and developed a robust global structure. It currently manages assets worth two billion euros and supervises 20 investment funds while maintaining strong relationships with over 25 market players. Valeur Group's companies and platforms adhere to the MIFID II regulation, and are authorized by local financial regulatory authorities. Moreover, the Group aligns itself with the ethical and professional code of the CFA Institute, with some of the team members being CFA Charterholders. It is also a signatory of the "Principles for Responsible Investment" (PRI), a United Nations initiative that incorporates ESG principles into the investment decision-making process and asset management.

Alessandro Noceti, a successful manager in the world of international finance

Alessandro Noceti is a recognized professional in the financial industry. Throughout his career, he has developed a wide range of skills – including financial engineering, asset management, and investment advisory – and has consistently taken on more challenging roles, leading to his appointment as Director of Valeur Capital Ltd in 2015. In addition to this position, at Valeur Group he is also Director of Valeur Securities SA and Responsible for the Group’s Distribution. Among his many skills, he can speak several languages, including Italian, English, and Spanish.

The career path of Alessandro Noceti: his education and his previous professional roles

Alessandro Noceti began his professional journey after receiving a strong and specialized education. He earned a Degree in Economics from the University of Modena and Reggio Emilia in Italy and went on to complete a Master in European Business Studies with specialization in Finance from ESCP-EAP European School of Management (London/Turin) in 2007. During his time at the Institute, he was also a member of the BDE Committee. To further enhance his academic credentials, he obtained a Master in Business Administration from ESCP Business School in London in 2018. Alessandro Noceti started building his international career in 2008 by joining Credit Suisse International in London: he started as an Analyst in the Investment Banking - Equity and Fixed Income Derivatives Sales Department and two years later, he was promoted to Associate and given the responsibility of covering sales for Italian retail and institutional clients. Over the next few years, he held various roles of increasing responsibility, including Vice President in charge of covering sales for the Italian Real Money sector from 2012 to 2014 and Director responsible for the Italian Pension Fund cluster. His experience at Credit Suisse International, combined with his specialized skills, made him a valuable addition to Valeur Group, an independent financial firm specialized in asset management, investment advisory, trading, research, and real estate services, which he joined in 2015.

Alessandro Noceti at Valeur Group: his commitment heading Valeur Capital Ltd and Valeur Securities SA

Alessandro Noceti’s expertise in the credit and equity sectors led him to his appointment as Director of Valeur Capital Ltd in 2015. The company is the cornerstone of Valeur Group’s asset management and structured investment services and carries out thorough research and market analysis to develop the most effective fund strategies. The London-based firm is authorized by the Financial Conduct Authority and manages Luxembourg-based funds, utilizing cutting-edge financial engineering techniques to build and price custom investment products. In addition to Valeur Capital Ltd, Alessandro Noceti is also Director of Valeur Securities SA, a trading desk based in Pfäffikon, Switzerland. The company provides an investment platform with broad market access and its team of traders specializes in dealing with traditional and alternative asset classes, as well as with order execution. Valeur Securities SA is authorized by FINMA (Swiss Financial Market Supervisory Authority) for the distribution of collective investment schemes. Valeur Capital Ltd and Valeur Securities SA work in synergy with Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd, the other three entities belonging to Valeur Group.

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.

Alessandro Noceti’s extensive experience in the credit and equity markets

Alessandro Noceti joined Valeur Group in 2015 to take on the position of Director of Valeur Capital Ltd. In 2019 he was also appointed Director of Valeur Securities SA. In addition to this, he is Responsible for the Group’s Distribution. Over the course of his career, he has developed specialist skills ranging from asset management to financial engineering and investment advisory. His professional biography includes several years of experience abroad and a strong specialized education.

Alessandro Noceti at the head of Valeur Capital Ltd and Valeur Securities SA

A recognized professional working in the financial industry – in particular in the credit and equity sectors – Alessandro Noceti plays a significant role at Valeur Group, the independent financial firm which he joined in 2015. In that year, he was appointed Director of Valeur Capital Ltd, one of the five entities belonging to the Group. Since then, he has been leading the company in line with the goal of developing the most appropriate fund strategies. Valeur Capital Ltd is based in London and is at the heart of the Group’s asset management and customized investment products services. It is authorized and regulated by the Financial Conduct Authority and manages Luxembourg-based funds (SIF and UCITS). Its investment solution division employs the most advanced financial engineering techniques with the aim of building and pricing customized products. Four years after his arrival at Valeur Group, Alessandro Noceti was appointed to a further responsibility position, namely that of Director of Valeur Securities SA. The company is based in Pfäffikon (Switzerland) and represents the Group’s trading desk providing an efficient investment platform with wide access to the market. Valeur Securities SA is authorized by the Swiss Financial Market Supervisory Authority for the distribution of collective investment schemes. Its team of traders can leverage extensive experience in dealing with both traditional and alternative asset classes, as well as with order execution.

Alessandro Noceti’s international career prior to Valeur Group

Alessandro Noceti’s distinguished professional path is characterized by several roles of increasing responsibility and a strong specialized education. He graduated in Economics at the University of Modena and Reggio Emilia, Italy and earned a Master in European Business Studies, with major in Finance, which he gained in 2007 at the ESCP-EAP European School of Management (London/Turin). He also took part in the Institute’s BDE Committee as a Member. He further enriched his academic education with a Master in Business Administration obtained at the ESCP Business School in London. In 2008, Alessandro Noceti started his career by joining Credit Suisse International in London, where he first served as Analyst in the Investment Banking - Equity and Fixed Income Derivatives Sales Department. Subsequently, he took on the role of Associate in charge of covering sales for Italian retail and institutional clients and, after a few years, he was appointed Vice President with responsibility for the Italian Real Money sector, a role he held between 2012 and 2014. In those years, he had the chance to develop further his specialist skills, which made him the right fit for another responsibility position at Credit Suisse International: in 2015, he was appointed Director with responsibility for the Italian Pension Fund cluster, his last professional role at Credit Suisse International before moving to Valeur Group.

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

A well-established firm specialized in asset management, investment advisory, trading, research, and real estate services, Valeur Group was founded in 2010 by Lorenzo Vangelisti, a committed manager and investor who still leads the firm as Chief Executive Officer. Among the latest operations carried out is the takeover of the investment management of ISP-Ardesia CLO Fund (now Ardesia CLO Opportunity Fund), which has been added to the firm’s investment solutions offering.

Valeur Group is aiming to grow Ardesia CLO Opportunity Fund

Valeur Group has announced the takeover of the investment management of ISP-Ardesia CLO Fund (now Ardesia CLO Opportunity Fund). This is the result of the operation completed in November 2022 by the financial firm headed by CEO Lorenzo Vangelisti, which also announced that Ron Zeltzer, CFA has joined the Group as Portfolio Manager of the Ardesia CLO Opportunity Fund. As stated in a press release, the collaboration between the firm and ISP started in April 2020, with Valeur Group offering structuring services for the Fund within its Ardesia platform, and ISP serving as investment manager. The firm stressed that the takeover came amid “various possibilities to be explored”, with a focus on the distribution side and Fund visibility. It also explained that “the Ardesia CLO Opportunity Fund invests in different classes of collateralized loan obligations, seeking to optimize risk and return in the context of market conditions and macroeconomic risk factors”. As part of the operation, Valeur Group confirmed that Ron Zeltzer, CFA has joined the Group as Portfolio Manager of the Ardesia CLO Opportunity Fund, which he has successfully managed since its launch in 2020. Ron Zeltzer “has been structuring and trading financial products since 2006, and he brings an extensive experience in analyzing and trading CLOs in the secondary and primary markets, as well as in ramping multiple buy and hold CLO strategies across the capital structure for institutional clients”, the firm said.

Valeur Group, the best opportunities for asset management

Founded in 2010 by Lorenzo Vangelisti, Valeur Group is an international reality characterized by a strong European footprint. It operates independently in Switzerland, the United Kingdom and Luxemburg and specializes in asset management, investment advisory, trading, research, and real estate services. Its products and services range across different geographic areas, asset classes, management styles, and objectives. 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. As of today, Valeur Group operates though the involvement of five complementary 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. The five companies operate in full compliance with the strictest regulatory standards – including the MIFID II regulatory directive – and their activities are authorized by local financial supervisory authorities (FCA and CSSF). They share the ethical and professional standards of the CFA Institute and promote the PRI (Principles for Responsible Investment), a UN-supported network of investors that incorporates environmental, social and governance issues into asset and investment management. Some of the team members are recognized as “CFA Charterholders”.

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.

Valeur Group, the best opportunities for asset management

After more than 10 years in the financial industry, Valeur Group is now a well-established firm specialized in asset management, investment advisory, trading, research, and real estate services. The Group was founded in 2010 by Lorenzo Vangelisti – a committed manager and investor with over 20 years of international experience – and operates though the involvement of five interrelated companies. Its most important value is to be a safe and solid financial harbor for clients by ensuring a solid portfolio and competitive returns.

Valeur Group’s experience in the financial industry

With a strong European footprint, Valeur Group is an international reality operating independently in the world of finance. It has operations in Switzerland, the United Kingdom and Luxembourg, and specializes in asset management, investment advisory, risk management, trading, and real estate. Since its establishment in 2010, its mission is to provide a safe and solid financial harbor for clients while generating returns: in order to achieve this goal, the Group makes qualities such as excellence, proactivity and efficiency its key assets. Its wide range of asset management services spans geographies, asset classes, styles, and objectives, and reflects the latest financial markets and regulatory trends. The five entities belonging to Valeur Group – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd – operate in full compliance with the strictest regulatory standards, including the MIFID II regulatory directive. Furthermore, their activities are authorized by local financial supervisory authorities (FCA and CSSF). Among other things, they promote sustainable investments by supporting the UN Principles for Responsible Investment (PRI) and by sharing the ethical and professional standards of the CFA Institute. In addition to this, some of the team members are recognized as “CFA Charterholders”.

An in-depth look at the five companies belonging to Valeur Group

As part of Valeur Group, London-based Valeur Capital Ltd is the heart of the Group’s asset management and structured investment product services. The company carries out research and market analysis to develop the most advanced financial engineering techniques. Based in Lugano, Valeur SA is an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes. It was awarded with the LICol/CISA license, and manages UCITS and SIF Luxemburg funds. Another company belonging to the Group is Valeur Securities SA (Pfäffikon, Switzerland), an efficient trading desk providing an investment platform with broad access to the market. It is authorized by the Swiss Financial Market Supervisory Authority (FINMA) for the distribution of collective investment schemes. Valeur Concept SA is the fourth company of Valeur Group: based in Lugano, it operates in the real estate and architectural services sector with a profound understanding of the Italian and Swiss real estate markets. The fifth entity is the London-based LinkedTrade Technologies Ltd, a SaaS multi-dealer platform that offers end-to-end automation for the conception, pricing, trading, and risk monitoring of bespoke structured products. Its acquisition in May 2021 contributed to expanding the Group’s investment solutions and technology edge. The collaborative approach of the five companies allows Valeur Group to provide excellent services and products for asset management, investment advisory, risk management, trading, and real estate.

The services provided by Valeur Group, the financial firm headed by Lorenzo Vangelisti

Valeur Group was founded in 2010 by Lorenzo Vangelisti, a recognized professional in the international finance industry. Its business is characterized by a strong European footprint, with operations led in Switzerland, the United Kingdom and Luxemburg. It comprises five complementary entities – Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd – and offers high value-added solutions to build customized strategies and investment products.

Valeur Group’s mission and features

Specialized in the areas of asset management, investment advisory, trading, research, and real estate services, Valeur Group provides a safe and solid financial harbor for clients and generates returns using investment solutions that span geographies, asset classes, styles, and objectives. It was founded in 2010 by the finance expert Lorenzo Vangelisti, who is still at the helm of the firm in his role as Chief Executive Officer. Since its establishment, the Group has been pursuing its mission by making responsiveness, excellence, and efficiency its crucial assets: today, it is a client driven firm that commits itself to creating long-lasting relationships with investors. Valeur Group operates in full compliance with the strictest regulatory standards: its activities are authorized by local financial supervisory authorities (FCA and CSSF) and are conducted according to the MIFID II regulatory directive. Furthermore, the Group promotes the Principles for Responsible Investment (PRI) – a UN initiative combining asset and investment management with ESG principles – and shares the ethical and professional standards of the CFA Institute, with some team members recognized as “CFA Charterholders”. As of today, the firm led by CEO Lorenzo Vangelisti has become a truly international reality with products and services ranging across different geographic areas, asset classes, management styles, and objectives.

Valeur Group and its five companies

Valeur Group operates though the involvement of five interrelated companies. At the heart of its asset management services is Valeur Capital Ltd, a London-based company that specializes in developing the most advanced financial engineering techniques, while also carrying out research and market analysis along with the Group. It is authorized by the Financial Conduct Authority and manages Luxembourg-based funds (SIF and UCITS). Lugano-based Valeur SA is an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes. The company manages UCITS and SIF Luxemburg funds and represents the hub of Valeur Group’s research, with specialized investment strategies continuously implemented. Another company operating in synergy with the others is Valeur Securities SA: based in Pfäffikon (Switzerland), it is the Group’s trading desk and provides an investment platform with wide access to the market. Its team has extensive experience in dealing with both traditional and alternative asset classes, as well as with order execution. It is authorized by the Swiss Financial Market Supervisory Authority (FINMA) for the distribution of collective investment schemes. Another entity is the Lugano-based Valeur Concept SA, which operates in the real estate and architectural services sector. Its efficiency is built upon the Group’s profound understanding of the Italian and Swiss real estate markets. Finally, the fifth entity is LinkedTrade Technologies Ltd (London), a SaaS multi-dealer platform that offers end-to-end automation for the conception, pricing, trading, and risk monitoring of bespoke structured products.

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.

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.

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 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.

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.

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.

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.

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.

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: 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.

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: 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.