In his capacity as Partner and CEO of Valeur Group, Lorenzo Vangelisti is dedicated to charting a course that ensures the firm serves as a safe and solid financial harbor for its clientele. Under his guidance, the Group strives for excellence in every facet of its operations, encompassing comprehensive services such as asset management, investment advisory, risk management, trading, and real estate solutions. Since its inception in 2010, the Group has undergone rapid expansion, transforming into a truly global enterprise.
Lorenzo Vangelisti’s leadership as CEO of Valeur Group
With an extensive background in banking, finance, and asset management, Lorenzo Vangelisti embarked on the journey of founding Valeur Group in 2010. His vision was clear: to establish a secure and solid financial harbor for clients, while also generating attractive returns. Throughout the years, he has prioritized excellence, responsiveness, and efficiency as the core pillars of the Group’s operations. Today, Valeur Group stands as a firm comprising five interconnected companies: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA, and LinkedTrade Technologies Ltd. Within this organization, a team of 18 professionals channels their expertise into research and investment services, collectively accumulating 250 years of experience in the world of financial solutions. The Group’s specialization encompasses a wide array of domains, including asset management, investment advisory, risk management, trading, and real estate services. With operations in Switzerland, the United Kingdom, and Luxembourg, the Group led by CEO Lorenzo Vangelisti operates with a global perspective and an unwavering commitment to delivering superior financial solutions to its clientele. The Group’s companies are authorized to operate by local financial supervisory authorities such as the Financial Conduct Authority (FCA) and the Swiss Financial Market Supervisory Authority (FINMA). They strictly adhere to the MIFID II regulation, ensuring full compliance with regulatory guidelines. Furthermore, the Group shares the ethical and professional standards established by the CFA Institute, with some team members recognized as CFA Charterholders. In addition, it is dedicated to the Principles for Responsible Investment, a United Nations initiative that integrates environmental, social, and governance (ESG) factors into asset and investment management.
Lorenzo Vangelisti’s path to founding Valeur Group
Born in Mendrisio, Switzerland, in 1977, Lorenzo Vangelisti embarked on a successful career after receiving a comprehensive and specialized education. He obtained the Swiss Certified Banking Specialist Certificate from the Centro di Studi Bancari in Vezia, Switzerland, and further enhanced his credentials by acquiring the Chartered Financial Analyst (CFA) Certificate in 2004, awarded by the CFA Institute in Charlottesville, VA, USA. His professional journey commenced at the financial institution Credit Suisse International, where he initially served as an Assistant Relationship Manager within the Private Banking Division. As his expertise grew, he honed his skills in structured products and derivatives, assuming the role of a Structured Products Specialist. With his competence, he undertook positions of increasing responsibility within Credit Suisse – notably, he was appointed as Vice President of the Private Banking Network, assuming a pivotal role in the organization. Subsequently, he relocated to London, where he assumed the position of Director of the Fixed Income and Equity Derivatives Division. In this role, he demonstrated his proficiency in managing institutional clients from Italy, Switzerland, and Monaco, further solidifying his reputation as a professional in the finance industry. Following his tenure in London, Lorenzo Vangelisti established Valeur Group. Leveraging his skills and expertise, he laid the foundation for a rapidly expanding firm that specializes in crafting tailored strategies and investment products.
