Valeur Group provides excellent services in investment finance, among which are asset management, investment advisory, risk management, trading and real estate. Founded and still headed today by Lorenzo Vangelisti, it is a modern and international business operating independently in Switzerland, the United Kingdom and Luxemburg thanks to the collaborative approach of five entities: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA and LinkedTrade Technologies Ltd.
Valeur Group: advanced financial engineering techniques to build customized products
The fundamental aim of Valeur Group is providing a safe harbor for investors who desire a solid portfolio and competitive returns. Excellence, responsiveness and efficiency are its three pillars since the firm was founded in 2010. Specialized in the areas of asset management, investment advisory, risk management, trading and real estate services, the Group has operations in Switzerland, the United Kingdom and Luxembourg though the synergetic involvement of five companies. Valeur Capital Ltd (London) manages Luxembourg-based funds (SIF and UCITS) and carries out research and market analysis along with the Group. Its investment solution division deploys the most advanced financial engineering techniques in order to build and price customized products. Authorized by the Financial Conduct Authority, Valeur Capital Ltd is the heart of Valeur Group‘s asset management and structured investment product services. As part of the Group, Valeur SA (Lugano) is instead an asset manager of foreign collective investment schemes pursuant to the Federal Act on Collective Investment Schemes. Awarded with the LICol/CISA license, it manages UCITS and SIF Luxemburg funds. Valeur SA is the hub of the Group’s research, with specialized investment strategies continuously implemented.
Traditional and alternative asset classes: Valeur Group’s extensive experience
Valeur Securities SA is the third company of the Group. Based in Pfäffikon (Switzerland), it is authorized by the FINMA for the distribution of collective investment schemes and represents the Group’s trading desk providing an investment platform with broad access to the market. Its team is formed of traders with extensive knowledge in dealing with both traditional and alternative asset classes, as well as with order execution. The fourth company – Valeur Concept SA – is based in Lugano and is built upon Valeur Group‘s profound understanding of the Italian and Swiss real estate markets. Its range of expertise covers a great variety of real estate investment solutions and architectural services. The Group also includes SaaS multi-dealer platform LinkedTrade Technologies Ltd., a London-based digital platform for trading products. Its acquisition in May 2021 contributed to expanding Valeur Group‘s investment solutions and technology edge, while improving the firm’s efficiency and extending its distribution channels. The collaborative approach of these five entities allows the Group to provide excellent services and products, as well as to develop a broad array of investment solutions across geographies, asset classes, styles and objectives. As of today, the firm’s business includes 18 investment funds (management and advisory) and 1.7 billion euros in assets under management. Its activities are authorized by local financial supervisory authorities (FCA and CSSF) and are conducted according to the new MIFID II regulatory directive. The Group led by Lorenzo Vangelisti adheres to the Principles for Responsible Investment – PRI (a UN initiative) and to the ethical standards of the CFA Institute.