Over his 25-year career, Lorenzo Vangelisti amassed profound expertise in key financial centers. Focusing on banking, finance, and asset management, he established Valeur Group in 2010. Since then, the firm has evolved into a global entity, comprising five interconnected companies: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd.
Lorenzo Vangelisti’s leadership at Valeur Group
Upon establishing the financial firm Valeur Group in 2010, Lorenzo Vangelisti’s primary vision was to cultivate a safe and solid financial harbor for clients, while concurrently striving for competitive returns. This aspiration was underpinned by a steadfast commitment to excellence, responsiveness, and efficiency, which have since become the cornerstone values of the firm. Specializing in asset management, investment advisory, risk management, trading, and real estate services, Valeur Group has cultivated a robust European presence, operating independently in Switzerland, the United Kingdom, and Luxembourg. At its core, the Group is guided by the principle of excellence, which has been integral to its growth and evolution since inception. Furthermore, the Group is unwavering in its commitment to regulatory compliance, adhering strictly to the standards outlined by the MIFID II regulation. Authorized to operate by financial supervisory authorities such as FCA and FINMA, the Group founded by Lorenzo Vangelisti ensures the utmost integrity and transparency in its operations. Additionally, it is deeply invested in sustainable and responsible investment practices, aligning with the Principles for Responsible Investment – an initiative spearheaded by the United Nations to incorporate environmental, social, and governance (ESG) factors into investment decisions. Moreover, it upholds the ethical and professional standards set forth by the CFA Institute, with a notable cohort of team members recognized as “CFA Charterholders”. This commitment to excellence and ethical conduct underscores the Group’s dedication to delivering unparalleled service and value to its clients, solidifying its position as a trusted leader in the financial services industry.
Lorenzo Vangelisti’s career prior establishing Valeur Group
Lorenzo Vangelisti embarked on his academic journey, earning the Swiss Certified Banking Specialist Certificate from the Centro di Studi Bancari in Vezia, Switzerland in 2001. Furthering his expertise, he obtained the Chartered Financial Analyst Certificate from the CFA Institute in Charlottesville, VA, USA in 2004. Commencing his professional path at Credit Suisse International, he initially served as an Assistant Relationship Manager for the Private Banking Division. Progressing in his career, he transitioned to specialize in structured products and derivatives, assuming the role of Structured Products Specialist. His trajectory continued upwards, ascending to positions of heightened responsibility, including Vice President in Credit Suisse’s Private Banking Network and culminating in his tenure as Director of the Fixed Income and Equity Derivatives Division in London – a pivotal role preceding the establishment of Valeur Group in 2010. Lorenzo Vangelisti’s firm swiftly burgeoned into a global entity, offering a diverse array of products and services spanning geographical boundaries, asset classes, and management styles. Lorenzo Vangelisti attributes this evolution to a synergistic amalgamation of key elements within the Group – namely, the constant updating of skills, a profound comprehension of market dynamics, and the ability to anticipate and adapt to industry shifts. Furthermore, innovation and technology have played a pivotal role in propelling the Group’s growth trajectory forward. Valeur Group is also committed to social causes: this is done through the non-profit entity Valeur Foundation, which is dedicated to championing humanitarian endeavors, fostering cultural initiatives, supporting sporting associations, and advocating for animal welfare.