OUR HISTORY

Valeur is a wealth management firm founded in 2009 in Lugano – Switzerland, thanks to the vision and the initiative of Alida Carcano and Dario Micheli, who with other qualified professionals having substantial experience in Private and Investment Banking, decided to make their skills available to clients.
In Switzerland, over the years, the project has been strengthened and it allowed the development of the same business model in Europe as well; first in Luxembourg and then since August 2017 in Milan - Italy.

Here are the main stages of this success story:

2009

Valeur was born in Lugano, Switzerland.

2010

In 2010 the first Investments Advisors, from important financial Institutes joined the company. In few months Valeur Fiduciaria hired more than 10 employees and started a partnership with the CFA Institute. In 2011 the company opened an office in Chiasso—Switzerland

2013

In 2013 employees went up to 20. Also, the collaboration with Bocconi Alumni Association was born with the participation in the Asia Conference.

2014

In 2014, Valeur Fiduciaria entered the network of Swiss Sustainable Finance.

2016

In 2016 a new office was launched in Locarno - Switzerland

WHO WE ARE

We are a company dedicated to both family and business asset management; with the ambition to become a trusted partner for entrepreneurs, families and legal entities.