OUR STORY

Valori Asset management is a Wealth Management firm founded in 2014 (in past denominated Valeur AM) thanks to the vision and the initiative of Alida Carcano and Dario Micheli. Alida and Dario’s project has enabled a development of an independent business model that, with the creation of the society in Luxembourg, allows to manage clients in Europe. Since August 2017, after opening its Italian branch, the company aims to become a reference point for Private Clients in family and corporate wealth management.
Here the main stages of its successful story:

Download our brochure

icona_clock

2014

Valeur Asset Management SA is founded in Luxemburg.

2015

Valeur Asset Management starts offering to the European market and in Italy (under conditions of freedom to provide services) its wealth management services.

2016

Launch of Multi Stars AL-FA Dynamic Fund. *Fund now incorporated into Hearth Ethical Fund.

icona_pinpoint

2017

Valeur Asset Management opens its italian branch in Milan.

2021

Valori Asset Management sponsored the creation and launch of Valori Sicav and six sub-funds. *As of March 2023, the investment manager of the Valori Sicav sub-funds is Valori Asset Management, 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.

 
Valori Asset Management

OUR
MISSION

explore
Valori Asset Management

OUR VALUES AND
OUR PRINCIPLES

explore