A radically innovative, independent and impartial service
The goal we set is the creation of Value for both private and institutional Clients:
For Private Investors, through wealth management that leverages on screening and selecting the best and the most rewarding opportunities on the market. We adopt open architecture for our financial solutions, and we value financial and non-financial patrimony through personalized offers and highly qualified partners such as, private equity and real estate.
For Institutional Investors, through the structuring of ad-hoc investment solutions.
OUR VALUES AND OUR PRINCIPLES
Our essential guidelines
No conflicts of interest
Negotiation of the best terms and conditions, in the sole interest of our Clients.
Independence and Partnership
Real operating and management independence, no ties to any banking group or distribution networks; open architecture on products allows the best offers in solutions, in a culture of long-term partnership with our Clients, their Families and their Advisors.
Proactive and entrepreneurial approach
Unconditional focus on (1) the analysis of Clients’ request and aspirations, (2) timely formulation of structure- and cost-efficient solutions, and (3) risk management..
Innovation and responsibility
Non-conventional business model and investment solutions, in a setting of discipline and full transparency.
Moral integrity is for us a firstly personal and secondly professional imperative, reinforced by the adherence to International standards and the ethical and professional code of the CFA Institute
AUTHORIZATIONS & AFFILIATIONS
Affiliation with “Organismo di Autodisciplina dei Fiduciari del Cantone Ticino” (OAD FCT):
In order to comply with the provisions applicable to asset managers in Switzerland, Valeur has joined the OAD FCT, a self-regulatory organization recognized by the Swiss Financial Market Supervisory Authority (FINMA). The OAD FCT ensures that Valeur Fiduciaria complies the legal and regulatory provisions, including the anti- money laundering provisions and the "code of conduct in asset management" issued by the OAD FCT and recognized by FINMA. The annual audit of compliance with the legal provision and regulatory provisions is entrusted to KPMG of Lugano, which submits the report on its audits to the OAD FCT.
Registration as Investment Adviser at the U.S. Securities and Exchange Commission (SEC):
Valeur is registered at the American Authority SEC as Investment Adviser under the Investment Advisers Act of 1940.
Authorization as a distributor in accordance with the federal Law on the collective investments of capital (LICol)
Valeur received from the FINMA the authorization to practice the activity of distribution of collective investments of capital in accordance with the LICol.
Member of the Swiss Alliance of Asset Managers (ASV / ASWM)
Valeur is a member of the Swiss Alliance of Asset Managers, a network of contacts for large wealth managers in Switzerland.
Valeur complies proactively with the ethical standards set by the CFA Institute
SWISS SUSTAINABLE FINANCE: