Wealth Management
Focused Wealth Management
Since its founding in 2017, private clients across Europe and the MENA region have trustingly relied on Valenium’s approach to preserve and optimise their wealth.
We combine a mix of traditional wealth management services and high-performance financial products within a human-sized wealth management experience tailored to answer the needs of our clients and their families.
Over the past six years, emboldened by your trust and support, our AUMs have witnessed consistent and robust growth.
Wealth is the ability to fully experience life.
Services Tailored to Meet your Goals
Investment Advisory Services
Combine specialist insight from a dedicated Investment
professional with exclusive market data.
We
prioritise active involvement and open communication with
each client, making your preferences and insights integral
to our investment decisions.
Leveraging
best-in-class investment products, we provide access to
top-performing assets and strategies to enhance your
portfolio’s performance.
Our aim is to put our
analytical know-how and experience at your service, allowing
you to make an informed decision based on verified data
points.
Discretionary Asset Management
With trust comes responsibility. When your time does not allow you to closely monitor your portfolio, trust us with a mandate to meet your long-term investment goals; our experienced Portfolio Managers will strive to meet them.
Talk to us about how we can realise your investment goals.
Carefully Curated Wealth Management Products
We offer a carefully curated suite of wealth management products.
Equities
High-conviction equity strategies, country-specific, pan-European, emerging markets or globally themed, along with recommended investment funds, structured products or managed mandates.
Fixed Income
Access the world’s largest asset class with tactical flexibility. We guide you in a universe of single lines analysed and covered by our specialists across developed and emerging markets.
Structured Products
Our investment philosophy is based on the following principles: Tailor-made solutions to meet your specific requests, transparent and competitive pricing coupled with diverse access to multiple issuers in addition to an ongoing advisory engagement and support.
Alternative Investments
Real Estate
Valenium offers innovative real estate
solutions. A dedicated fund launched in 2016 focuses on the
ownership and operation of office and logistic properties across
Europe and Switzerland.
We have an unrivalled reputation
for originating, structuring and exiting deals across continental
Europe and Switzerland, offering a stable and reliable income stream
and geographical focus on Germany, The Netherlands, Luxembourg and
Italy.
Private Markets
Private equity, debt, and real estate, offer less correlated and less
volatile opportunities over longer time frames.
Our
careful due diligence and market intelligence have allowed for the
construction of a top-tier Private Equity platform; we further
democratised the space by offering reasonable entry points whilst
preserving high return potential for our investors.
Additional Services
Credit Solutions
Customised Credit Solutions, creative finance, such as customizable Lombard loans, offer you the freedom to pursue your investment goals without liquidating assets.
By retaining control of your assets, you can access liquidity without reducing capital or losing passive income streams.
Forex
Industry-leading forex platform designed for both wealth management and treasury optimisation.
Talk to us about how we can realise your investment goals.
External Asset Managers
We take pride in offering a highly personalised, responsive, and client-focused approach to External Asset Managers.
We provide the infrastructure and capabilities you expect from a custodian bank with the attention to detail and flexibility only an agile partner can offer. We believe in long-term partnerships.
We differentiate ourselves from larger institutions:
- We understand that no two EAMs are alike. That is why we work closely with you to create customised solutions rather than standardised packages.
- At Valenium, you have direct access to senior management, mitigating the red tape inherent in larger institutions.
- By maintaining a leaner structure, we can offer competitive pricing without sacrificing quality. This balance ensures that you and your clients receive exceptional value.
Digital Assets
We offer an institutional-grade, highly secured storage solution as well as trading services dedicated to digital assets.
The ultimate investment decision remains yours.
Access our in-depth knowledge of these specific markets through advisory, discretionary, lending and staking services.
