Valeur is a wealth management firm founded in 2009 by highly qualified professionals with a significant experience in Private and Investment Banking, and has the objective of supporting its Private and Institutional Clients to achieve their financial targets, providing them with innovative and independent services.
At Valeur we manage our Clients’ wealth and projects through open-architecture and full alignment of interests, in order to offer to Private and Institutional investors:
- Best execution of investment strategies, encompassaing all asset classes, regardless to the notional amount invested.
- Direct access to prominent financial counterparties and international banking institutions.
- Proactivity in generating, implementing and proposing to Clients innovative business opportunities.
- Tailor-made solutions, on the basis of Clients’ risk aversion, as well as market conditions and dynamics.
- Constant focus of capital preservation and costs.
- Compliance with the CFA Institute's ethical and professional standards.