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.
Dramatic sunset over Lake Lugano in swiss Alps, Switzerland

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 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 Valeur2019

    Incorporation of BG Valeur

  • Banca Generali2018

    New partnership with Saxo Bank: incorporation of BG Saxo

  • BG Valeur2016

    Inauguration of the Locarno office

  • Banca Generali2014

    Acquisition of Credit Suisse’s private-banking business line in Italy

  • Valeur2014

    Inclusion in the Swiss Sustainable Finance’s network

  • Valeur2013

    Partnership with the Bocconi University and participation into the Asia Conference

  • Valeur2011 - 2010

    Opening of the Chiasso representative office

  • Banca Generali2009

    Incorporation of Generali Fund Management (GFM)

  • Valeur2009

    Incorporation of Valeur Fiduciaria

  • Banca Generali2008

    Acquisition of Banca del Gottardo Italia

  • Banca Generali2006

    Acquisition of BG SGR and Banca BSI Italia Listing on Borsa Italiana

  • Banca Generali2005

    Acquisition of Intesa Fiduciaria

  • Banca Generali2003

    Acquisition of Banca Primavera

  • Banca Generali2000

    Incorporation of Banca Generali
 
A member of the Banca Generali Group