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'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.

Valeur Group: excellence, responsiveness and efficiency in investment processes

Valeur Group was founded in 2010 on the initiative of Lorenzo Vangelisti, who still leads its activities as CEO. The Group operates independently and specializes in asset management, investment advisory, risk management, trading and real estate services.

Valeur Group: history and activities

Valeur Group is an international company with a European character, present in Switzerland, the United Kingdom and Luxembourg. Before creating Valeur Group, its founder and CEO, Lorenzo Vangelisti, had been working in banking and finance for many years. His first job in this sector can be dated back to 1996 when he worked in the Private Banking Division at Credit Suisse, Switzerland. In 2007 he was relocated to London to work in the Investment Banking division of the same financial firm. He then became Director of the Fixed Income and Equity Derivatives Team, making him responsible for covering institutional clients in Switzerland, Italy and Monaco. He was also awarded the Swiss Certified Banking Specialist Certificate by Centro di Studi Bancari (Vezia) and he is a CFA Charterholder. Valeur Group is made up of four companies: Valeur SA, Valeur Capital Ltd, Valeur Securities SA and Valeur Concept SA. The Group consists of a team of professionals with an average of over ten years' experience, specialized skills ranging from different types of geographical areas, asset classes, management styles and objectives. At the core of the products and services offered, there is a precise strategy focused on factors such as search for the best opportunities, optimal allocation and detailed analysis in the construction of the portfolio. This is accompanied by a strict discipline regarding decision-making processes and risk management: that is how Valeur Group is able to carry out investment processes that make it a safe harbor for its customers, along with competitive returns and a solid portfolio. Among the most recent activities carried out by the Group there is the acquisition of the London-based digital platform for trading products LinkedTrade, which was made official in May 2021. Lorenzo Vangelisti said he was very proud of the acquisition and that it represented the starting point to develop LinkedTrade's technology further.

Valeur Group: the Group's strategies and commitment to sustainable investments

The mission is pursued through a few elements considered crucial by Valeur Group, that is excellence, responsiveness and efficiency. A philosophy that, over the years, has allowed the society led by Lorenzo Vangelisti to develop a solid global structure and expand the range of solutions proposed. This growth has gone hand in hand with the achievement of competitive results and high returns. Supported by 18 experienced investment professionals, the Group currently has 2 billion Euros in assets under management and 20 investment funds between management and advisory, as well as consolidated relationships with over 25 market operators. Valeur Group promotes the Principles for Responsible Investment - a UN initiative combining ESG principles with asset management - and it shares CFA Institute standards, with some team members recognized as "CFA Charterholders". The Group is authorized to operate by local financial supervisory authorities (FCA, CSSF) and it conducts its activities in compliance with the new MIFID II regulatory directive.

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.

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.