Valeur Group

Lugano, Switzerland
Valeur Group is engaged in asset and wealth management.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 6 Services tracked
Competitors 9 Brand Intelligence

About Valeur Group

Valeur Group is a company based in Lugano (Switzerland). It operates as a Professional Services and FinTech. Valeur Group has completed 1 acquisition, including LinkedTrade. Valeur Group offers products and services including Asset Management, Investment Solutions, Wealth Management, Structuring of Investment Funds, and Fintech Platform. Valeur Group operates in a competitive market with competitors including Fidelity Investments, Nordea, Investec, BNP Paribas and Generali, among others.

  • Headquarter Lugano, Switzerland
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Social
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Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • Employee Count
    Not available
  • Investments & Acquisitions
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Products & Services of Valeur Group

Valeur Group offers a comprehensive portfolio of products and services, including Asset Management, Investment Solutions, Wealth Management, Structuring of Investment Funds, and Fintech Platform.

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Primary

Assets are managed for institutional and private clients.

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Investment strategies are provided for diverse client needs.

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Wealth is managed for high net worth individuals.

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Investment vehicles are structured for various client types.

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Digital solutions are offered for financial management needs.

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Real estate investments are facilitated for client portfolios.

Funding Insights of Valeur Group

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Detailed funding history for Valeur Group

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

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Investments & Acquisitions by Valeur Group

Valeur Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include LinkedTrade.

Investments
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Investment portfolio details for Valeur Group

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Practice management software is provided for banks and asset managers.
Locked Locked 2017 Locked
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Complete acquisition details for Valeur Group

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Valeur Group

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Detailed financials for Valeur Group

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  • Historical revenue
  • Profit trends
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Valeur Group Comparisons

Valeur Group Primary company
Description
Valeur Group is engaged in asset and wealth management.
Location
Lugano, Switzerland
Founded Year
-
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Valeur Group

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Competitors of Valeur Group

Valeur Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Nordea, Investec, BNP Paribas and Generali, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Nordea is recognized as a leading Nordic universal bank.
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Global banking, investment, and wealth management services are offered worldwide.
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Banking & financial service provider
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Diversified insurance and asset management services are offered globally.
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Wealth management, investment advisory, and financial services are provided.
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Detailed competitors of Valeur Group

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  • Domains and locations
  • Full company profiles
  • Operating metrics
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Latest news on Valeur Group

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Complete news archive for Valeur Group

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  • Source and publication date
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Frequently Asked Questions about Valeur Group

Valeur Group is headquartered in Lugano, Switzerland. It is registered at Lugano, Ticino, Switzerland.

Valeur Group is involved in asset management, wealth management, and investment solutions for institutional and private clients. Services are provided across advisory, structuring of investment vehicles, trading, research, and real estate sectors. Operations are conducted in multiple European locations, with fintech platforms integrated to enhance financial service delivery. A wide range of tailored solutions is offered to meet diverse client needs in the financial industry.

Valeur Group's top competitors include Fidelity Investments, Investec and Aviva.

Valeur Group offers Asset Management, Investment Solutions, Wealth Management, Structuring of Investment Funds, and 2 more products and services.

Valeur Group has made 1 acquisition, including LinkedTrade.

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