About Us

BG Valeur is a wealth management company formed under Swiss law and operating on the Swiss market. As part of its wealth management activity, through screening of the best market opportunities and customised investment solutions, it offers a high quality professional service aimed at satisfying the needs and expectations of its clients.

Bespoke Solutions

BG Valeur offers households unique solutions for growing their wealth and managing the risk component. The solidity of Banca Generali and the experience of Valeur Fiduciaria come together to develop innovative wealth management solutions capable of overcoming complex challenges in an uncertain, volatile environment.

Our History

Banca Generali is a leading private bank in Italy in financial planning and asset protection for customers, with a network of private bankers at the top of the industry in terms of skills and professionalism. Banca Generali's strategy is characterized by the uniqueness of its offering which embraces banking products, investment solutions, advisory and exclusive and personalized services in the field of wealth management, with particular attention to digital innovation and sustainability.

Listed on the Milan Stock Exchange since November 2006, it manages about 92.5 billion euros in assets (data as of December 31, 2023) on behalf of more than 349 thousand clients. With a widespread presence throughout the country, it has 48 bank branches and 171 offices available to more than 2260 financial advisors, and an advanced digital contact service for operations.
Valeur is a Swiss wealth management company founded in Lugano in 2009 thanks to the vision and entrepreneurial spirit of Alida Carcano and Dario Micheli, who together with other private banking and investment banking professionals decided to devote their expertise to helping private banking and institutional clients achieve their financial goals. By screening the best opportunities on the market and offering bespoke investment solutions, Valeur Fiduciaria provides radically innovative, independent service in an environment of fully aligned interests.
* For information on the risks generally associated with Financial Instruments, please also refer to the Swiss Bankers Association brochure "Risks in Trading Financial Instruments," also attached to the Financial Services Agreement and available at following link.
 
  • 2019

    Banca Generali announces the creation of BG Valeur, a financial boutique active in private banking based in Lugano, Switzerland.
  • 2014

    Banca Generali acquires the Italian private banking arm of Credit Suisse. BG Fund Management Luxembourg S.A. is created.
  • 2010

    In 2010, Banca BSI Italia was merged into Banca Generali, becoming an autonomous division dedicated to private banking, which took the name Banca Generali Private Banking. In the same year, Generfid SpA was established.
  • 2008

    The Board of Directors of Banca Generali approves the acquisition of Banca del Gottardo Italia.
  • 2007

    The management company BG Investment Luxembourg is established.
  • 2006

    Banca Generali is listed on the Stock Exchange.
  • 2003

    The transaction to transfer the network of Banca Primavera, a Banca Intesa group company, consisting of about 1,600 financial advisers and 17 bank branches, to Banca Generali is finalized.
  • 2000

    Banca Generali acquires Prime SpA with its network of financial advisors.
 
A member of the Banca Generali Group