An Unconventional approach
The creation of Value runs in two directions:
- For Private Investors, through a wealth management style that leverages on the Team competencies and that aims at screening and selecting the most rewarding market opportunities. We adopt open architecture for our financial solutions, and we contribute to identify opportunities or respond to individual Client queries in other areas such as, for instance, private equity and real estate.
- For Institutional Investors, through the structuring of ad-hoc investment solutions, formulated on an exclusive basis, both on the asset and liability sides.
In addition, Valeur offers access to professionals in collateral areas of wealth management, such as legal and fiscal framework