Lorenzo Vangelisti: story of a successful manager and investor

Lorenzo Vangelisti is a manager and investor with more than 20 years’ experience in international finance. His proved career led him to hold several positions of responsibility in areas including banking, finance and asset management. Today he leads Valeur Group, an independent firm with extensive experience in asset management, investment advisory, risk management, trading and real estate.

Lorenzo Vangelisti

Lorenzo Vangelisti’s professional path: education and the early days

After gaining wide experience abroad, Lorenzo Vangelisti founded his own financial firm Valeur Group. Thanks to his specialist skills, the Group has now become a solid reality consisting of five companies. Lorenzo Vangelisti was born in Mendrisio (Switzerland) in 1977. His career started after a strong and specialized education: after receiving a high school diploma from the “Scuola cantonale di commercio” in Bellinzona (Switzerland), he obtained two certificates issued by international institutes – the Swiss Certified Banking Specialist Certificate and the Chartered Financial Analyst (CFA) Certificate. After this, he started working as Assistant Relationship Manager for 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. Subsequently, a raise in his professional path was awaiting: in fact, in 2006 he was appointed Vice President of the Private Banking Network of Credit Suisse Investment. The following year he started a new professional adventure and moved to London to hold the role of Director of the Fixed Income and Equity Derivatives Division (Credit Suisse Investment Banking), with coverage of institutional clients in Italy, Switzerland and Monaco. The experience he gained throughout his career eventually led him to establish his own financial firm: this is how Valeur Group was born in 2010.

Valeur Group: the firm founded by Lorenzo Vangelisti

Since its establishment, Valeur Group has been specializing in asset management, investment advisory, trading, research and real estate services. Today, the Group headed by CEO Lorenzo Vangelisti is made of 5 companies: Valeur Capital Ltd, Valeur Securities SA, Valeur SA, Valeur Concept SA and LinkedTrade Technologies. Each entity specializes in a specific financial area. Their core aim is to provide a safe and solid financial harbor for clients while generating returns using the key assets of excellence, proactivity and efficiency. Valeur Group‘s five interrelated companies are: Valeur Capital Ltd (London), which is the heart of the Group’s asset management and structured investment product services; Valeur SA (Lugano), an asset manager of foreign collective investment schemes, which manages UCITS and SIF Luxemburg funds; Valeur Securities SA (Pfäffikon, Switzerland), which provides an investment platform with wide access to the market; Valeur Concept SA (Lugano), a company operating in real estate and architecture; LinkedTrade Technologies Ltd. (London), a SaaS multi-dealer platform for pricing and trading structured products. The Group’s activities are authorized by local financial supervisory authorities (FCA and CSSF) and are conducted according to the MIFID II regulatory directive. Furthermore, Valeur Group operates in line with the Principles for Responsible Investment (PRI) and adheres to the ethical and professional standards of the CFA Institute.

Lorenzo Vangelisti is a manager and investor with more than 20 years’ experience in international finance. His proved career led him to hold several positions of responsibility in areas including banking, finance and asset management. Today he leads Valeur Group, an independent firm with extensive experience in asset management, investment advisory, risk management, trading and…

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