OUR SERVICES

Our goal is to maintain lasting relationships over time and we are committed every day to offer what we believe to be the best investment solutions in a context characterized by uncertainty and volatility. The dialogue with our Clients is the base for identifying the guidelines for the development of the Heritage, and therefore planning its growth.


 

ASSET
MANAGEMENT

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ADVISORY


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FUNDS


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F.A.Q.


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ASSET MANAGEMENT

The investment approach in Valeur Fiduciaria is based on the development of a project of common investment thought, drawn and expressly realized for the single client.
The relation with our Clients is a binding priority for us, in fact, they actively participation the creation of the project by specifying their objectives and risk profiles. Valeur Managers prioritize a well-timed, transparent and direct communication of the investment decisions and orientation with the clients, as the prerequisite of a stable long-term partnership.

The managers use their competences to analyze the financial markets of the entire world and to individualize the best solutions of investment for every single client in different contexts of the market. All areas of investment are covered by experts. Solutions are defined in a personalized manner based on specific needs and the objectives of the individual investor.


Thanks to the long-standing experience in covering Institutional Investors, our Team has direct access to a wide network of specialized professional teams within financial counterparties and international banking institutions. The managers directly operate on the client’s portfolio, monitoring constantly the single positions and selecting their best opportunities in a wide list of tools, among which funds, ETF, shares and bonds.

The wealth management service implies a constant relationship with the investor thanks to whom the project is continuously monitored and adapted based on needs, objective and changing markets.

The management of the portfolio is developed starting from a macroeconomic analysis that includes both individual Countries and different investment classes to achieve a medium-term strategy. The Strategic Committee meets every six months to elaborate the strategic asset allocations of the portfolios. Monthly, a Tactical Investment Committee meets to seize the short-term opportunities offered by the markets and re-adjusts sections of the portfolios most influenced by contingent events.

ADVISORY

Valeur Fiduciaria offers a tailor made approach to fully support and help the client on solutions or the most proper services for the management of the entire heritage.



Every client is "a world to itself" characterized by needs and specific complexity.

For this reason, we prioritize accompanying you, with total absence of conflict of interest, and collaborating with external qualified partners, in order to find personalized solutions meant to manage each form of complexity. To give Advisory for us means to extend our advice even to aspect that are not strictly financial, thus, accompanying private clients, families, companies in all different evolving phases of their life.

In synthesis, Advisory’s service of Valeur Fiduciaria includes the following areas:

Wealth management and global financial advisory

Private Insurance

Fiscal, legal and inheritance issues

Socially responsible investments

Philanthropic investments

Art Advisory

Corporate Advisory

Private Equity

Investments of passion (cars, wine, sport…)

FREQUENTLY ASKED QUESTIONS

1Why should I rely on Valeur Fiduciaria?
Valeur guarantees a total interest independence and alignment with the interests of the clients. Investment decisions are made in an objective manner thanks to the access to the best investment banks in the world. The internal know how and that of the counterparts is optimized in order to use in the best way possible everyone’s competencies and abilities.
2What characterizes the methodology of investments of Valeur Fiduciaria?
We distinguish ourselves for our independent and objective opinion. We solely choose investments that can give the most benefits and that best match the interests of the Client, independently from the current trends.
3Does to turn to Valeur Fiduciaria involve an increase of the costs?
Negotiation with counterparties and the ability to obtain favorable prices for Clients normally means that the economic benefit generated is higher than our cost.
4How do you decide what investments to do?
Our asset allocation is tailored on the Client according to his needs and selecting those that we consider to be the best investment choices, shared in the Investment Committees, or selected by the most important research companies or banks.
5How do you limit the risks?
Through an ample diversification, we try to limit the risks of loss during the negative phases of the market while maintaining an objective of positive performance. By using sophisticated strategies, we set ourselves the task of softening market corrections.
6Who will safeguard my money?
The Client's money is safe in the depositary bank chosen by him.
7Can I change bank when I want?
In a constantly changing context, it is important that the Client can choose.