The Value of our services to Institutional Clients
An highly qualified counterpart as the access point to world class investment opportunities
During their previous experience at the heart of some of the major international banking institutions, the members of our Team supported Institutional Investors with regard to (a) market analysis, (b) design, (c) structuring, and (d) implementation of ad hoc investment solutions encompassing several asset classes and accommodating for different degrees of sophistication. Such competences have been evolving over the time and Valeur keeps offering valuable contributions to our Institutional Clients in this area.
At Valeur, our Institutional counterparts interact with highly qualified, proactive, and pragmatic professionals, that are able to screen and select world class investment opportunities, structured in open architecture with prominent investment houses, in order to reflect our Clients’ needs and investment constraints, and to consistently deliver competitive pricing.
In fact, Valeur is a respected counterpart for a number of selected European, American and Asian banks, with whom it collaborates regularly or even acts as “Agent” or “Distributor”. Within our firm we have an established and dedicated Team for Institutional Clients, with a solid experience and a remarkable track record.
- Provides independent portfolio management services, including (a) portfolio analysis, and (b) strategic/tactical asset allocation and (c) portfolio optimization. Upon request, Valeur also provides (d) selection and monitoring of traditional and alternative investment fund;
- Structures unconventional treasury and ALM solutions, complementary to the traditional services offered by banks;
- Supports Clients in fund raising plans, involving either equity or debt, and in the development of their entrepeneurial projects
- Leverages its competences in pricing complex financial products and its strong relations with the trading desks of some of the major international investment banks in order to offer high value added brokerage services