Asset management: Valeur Group’s CEO and Founder Lorenzo Vangelisti

Posted by Jim smith on March 31st, 2022

A recognized professional in the world of finance, Lorenzo Vangelisti founded his own firm in 2010. Prior to this, he worked at Credit Suisse International in a variety of roles within the Private Banking Network and the Fixed Income and Equity Derivatives Division. In his current roles as Partner and CEO, he is committed to leading Valeur Group with the mission of delivering excellence in all the services provided: these include the areas of asset management, investment advisory, risk management, trading, and real estate.

Lorenzo Vangelisti as Partner and CEO of Valeur Group

A manager and investor with deep knowledge of finance, Lorenzo Vangelisti gained considerable expertise over more than 20 years of working experience. In 2010 he decided to establish his own financial firm: this is how Valeur Group was born. As emphasized by the Founder on several occasions, the main idea was to create a firm that could represent a safe financial harbor for clients. With operations in Switzerland, the United Kingdom and Luxembourg, the Group is composed of five interrelated companies - Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA and LinkedTrade Technologies Ltd - all working in synergy with the objective of delivering excellence in all the services provided. Its business is characterized by a strong European footprint, while offering high value-added solutions to build customized strategies and investment products. The Group headed by Lorenzo Vangelisti can count on a team of 18 experienced investment professionals, who are involved throughout the Group\'s investment processes. This ranges from analyzing markets to building the most efficient portfolios, as well as maintaining a strict discipline both in the process of decision-making and in risk management. The firm conducts its activities in compliance with MIFID II regulation and is authorized to operate by local financial supervisory authorities FCA and FINMA.

Lorenzo Vangelisti\'s professional path before Valeur Group

Lorenzo Vangelisti\'s successful career is the result of a strong specialized education combined with a solid professional experience gained abroad. This allowed him to take on several positions of increasing responsibility in the financial industry. Born in Mendrisio (Switzerland) in 1977, the CEO of Valeur Group received his high school diploma from the Scuola Cantonale di Commercio in Bellinzona (Switzerland). In 2001 he continued his studies and obtained a Swiss Certified Banking Specialist Certificate from Centro di Studi Bancari - Vezia (Switzerland). Subsequently, he also earned the Chartered Financial Analyst (CFA) Certificate from the CFA Institute in Charlottesville, VA (USA). His career started as Assistant Relationship Manager in the Private Banking Division of Credit Suisse International. He later specialized in structured products and derivatives and took on the role of Structured Products Specialist. His professional growth led him to further positions of responsibility, including that of Vice President of the Private Banking Network of Credit Suisse International. In 2007 Lorenzo Vangelisti moved to London to hold the position of Director of the Fixed Income and Equity Derivatives Division (Credit Suisse Investment Banking), in charge of covering institutional clients in Italy, Switzerland, and Monaco. This was his last role at Credit Suisse International before founding his own financial firm Valeur Group.