ABOUT US
We are an independent company dedicated to wealth management, both family and corporate, a trusted partner for families, entrepreneurs and legal entities.
OUR HISTORY
Valori Asset Management is an independent Wealth Management and Asset Management company born in 2014 in Luxembourg from the vision and initiative of Alida Carcano and Dario Micheli. The project has allowed the development of an independent business model that allows the management of clients in Europe and since August 2017, with the opening of the Italian branch, wants to become a reference point for Private Clients.
2014
In November Valeur Asset Management Luxembourg is born.
2015
Valeur Asset Management offers its asset management services to the European market.
2016
Llaunch of the AL-FA Dynamic fund.
*Fund now incorporated into Hearth Ethical Fund.
2017
Opening of Branch in Italy in Milan as a permanent establishment.
2018
Launch of the Hearth Ethical Fund.
2019
Change of name. We become Valori Asset Management in order to enhance our singleness.
2021
Valori Asset Management is a sponsor of Valori Sicav (linked to www.valorisicav.com).
2022
We implement a new independent advisory service dedicated to private clients, legal entities, institutions, foundations and treasuries.
2023
Creation of the new Multi Family Office services by significantly increasing the structure of the Italian Branch.
2024
Strengthens its organizational and front-end structure by reaching 21 units.