BG Valeur SA is a wealth management company formed under Swiss law and operating on the Swiss market. A combination of the financial solidity of Banca Generali and the experience of Valeur Fiduciaria S.A., BG Valeur assists private-banking clients by developing bespoke investment opportunities.
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.
Banca Generali is a leading private bank in Italy that offers its clients financial planning and wealth protection solutions, leveraging its top-of-the-industry network of Financial Advisors and Private Bankers that stand out for their experience and professionalism. Banca Generali's strategy features a unique range of banking products, investment solutions, advisory services, and exclusive, bespoke wealth management services, with a particular focus on digital innovation and sustainability. Listed on the Milan Stock Exchange, it is 50.1% controlled by the Assicurazioni Generali Group — internationally renowned for its solidity and security for more than 180 years — and manages total assets amounting to over €69 billion (as at 31 December 2019).
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.
BG Valeur2019Incorporation of BG Valeur
Banca Generali2018New partnership with Saxo Bank: incorporation of BG Saxo
BG Valeur2016Inauguration of the Locarno office
Banca Generali2014Acquisition of Credit Suisse’s private-banking business line in Italy
Valeur2014Inclusion in the Swiss Sustainable Finance’s network
Valeur2013Partnership with the Bocconi University and participation into the Asia Conference
Valeur2011 - 2010Opening of the Chiasso representative office
Banca Generali2009Incorporation of Generali Fund Management (GFM)
Valeur2009Incorporation of Valeur Fiduciaria
Banca Generali2008Acquisition of Banca del Gottardo Italia
Banca Generali2006Acquisition of BG SGR and Banca BSI Italia Listing on Borsa Italiana
Banca Generali2005Acquisition of Intesa Fiduciaria
Banca Generali2003Acquisition of Banca Primavera
Banca Generali2000Incorporation of Banca Generali
A member of the Banca Generali Group