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.