Fund Structuring Specialists of the Year 2024 Established in 2010, Valeur specialises in asset management, trading, research, and advisory services for institutional and private clients. The independent financial group operates in the UK, Switzerland, France, Luxembourg, Monaco, and Ireland, managing and advising assets for various institutional clientele. Following the group’s recent recognition in the Fund Awards 2024, we speak with Lorenzo Vangelisti, CEO Valeur Group, and Aleksandra Milan Cortegiano, Director Valeur Group. Serving a diverse array of clientele that includes banking foundations, pension funds, public entities, and private clients, Valeur provides a specialised service driven by extensive industry experience. The comprehensive service spans all asset classes, including fixed income, equity, liquid, and alternative assets across 17 investment funds. Valeur shines in the structuring and management of customised funds, and its offerings include an array of investment vehicles such as UCITS, SIF, and RAIF funds in Luxembourg. The group additionally offers a securitisation vehicle in Ireland, VAMS DAC, which allows clients to create and issue bankable Actively Managed Securities across all asset classes. In order to address highly specialised investment needs, such as private equity and real estate, Valeur has also established BELL SA, a securitisation vehicle domiciled in Luxembourg. Recognising that the financial industry is a dynamic landscape shaped by evolving global economic factors, Valeur understands the importance of standing out in the market. The company’s key differentiator lies within its tailor-made approach, in which it designs personalised solutions to cater to the needs of each client. “We specialise in creating dedicated investment vehicles that are customised to align with the client’s unique objectives,” says Aleksandra. “With the support of a committed team, we guide investors through each step of the setup process, ensuring the chosen structure perfectly matches their investment goals, regulatory requirements, and operational preferences. Not only do we take care of the setup process, but we offer an exceptional coordination service as well, managing the day-to-day operations of the fund, covering both ordinary and extra ordinary activities.” As part of this offering, Valeur is also involved in the management of assets for both institutional and private clients. In providing both Top Down and Bottom Up approaches, Valeur offers bespoke investment strategies that are perfectly aligned with the investor’s financial goals, risk tolerance, and return expectations. By emphasising the power of customisation, whether through unique vehicles or tailored strategies, Valeur delivers smart, client-centric solutions that foster long-term success in an ever-evolving financial environment. “We prioritise a strong client focus, ensuring tailored solutions that foster long-term relationships and deliver personalised, value-driven results while adhering to high regulatory standards,” Aleksandra tells us. “Integrity, professionalism, and discretion guide every interaction, with Valeur complying to the highest regulatory standards set by local authorities, including the FCA in the UK, FINMA in Switzerland, CSSF in Luxembourg, and the Autorité des Marché Financiers in France.” The company is proud of its independence, which allows it to operate with full autonomy and maintain the flexible, client-focused approach for which it is renowned. Above all else, Valeur prioritises its exceptional client service through crafting personalised and value-driven strategies. The cornerstone of this approach is understanding the nuances of the clients’ needs, their financial goals, risk appetite, and long-term aspirations to provide bespoke solutions. In order to remain at the cutting-edge of innovation, Valeur continuously refines its investment strategies and anticipates emerging global trends to better serve its clientele. Placing a strong emphasis on understanding the nature of the evolving landscape, from shifting market dynamics to emerging investment themes, Valeur ensures that its strategies remain aligned with the latest opportunities and risks. Looking ahead, Lorenzo tells us that Valeur has plans for further expansion. This follows a remarkably successful year for the company, who has been named the Fund Structuring Specialists of the Year 2024. “The year 2024 has been exceptionally productive and dynamic for our group, reflecting a substantial expansion of our operations,” Lorenzo says. “We are pleased to have achieved a significant milestone of €3 billion in assets under management and advisory. In addition to this, we are proud to announce the launch of new investment funds and the acquisition of three companies, expanding our trading and distributing footprint in Switzerland.” Contact: Aleksandra Milan Cortegiano Company: Valeur Group Web Address: https://www.valeur-group.com/
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