Bringing expertise together,raising performance.
What sets us apart is our ability to navigate complexity while delivering financial outcomes that reflect each client's ambitions. From private wealth and estate planning to corporate treasury and financial engineering, Valoria Capital was built to provide families, entrepreneurs, executives and investors with advice that is independent, comprehensive and relentlessly focused on results.
Romain Lefèvre
Founder & CEO Valoria Capital Group
Valoria Capital is now among the leading financial advisory groups in France. That growth has been driven first and foremost by client satisfaction, together with the commitment and expertise of the teams behind the firm. The same standards of rigour continue to guide the way we develop our business.
Clémence Gastaldi
General Manager Valoria Capital Group
Behind every figure, a relationship built over time
Assets under management
Business lines
Partners supporting your strategy
Employees across France
Serving excellence in financial advisory
For more than 14 years, Valoria Capital has worked with clients who want their plans to deliver lasting results. More than 10,000 clients trust us, backed by dedicated advisers and a proven track record.
With the support of IK Partners and TA Associates, we've grown beyond our original scope. We now advise on asset management, employee benefits, corporate treasury for companies from SMEs to international groups, and M&A advisory.
Our growth serves one goal: meeting the full range of our clients' wealth and financial needs, with the same excellence, innovation and trust that have defined us from day one.
Partners selected with care
We partner with leading specialists to give clients coherent and diversified solutions tailored to their goals.
Our expertise
Your wealth deserves a strategy that matches your ambitions. We build tailored solutions adapted to your situation, your objectives and your life plans.
Wealthmanagement
- •Wealth structuring
- •Financial investments
- •Real estate investments
- •Tax optimisation
Assetmanagement
- •Open-end and dedicated funds (equities, bonds, derivatives…)
- •Discretionary management
- •Markets research
Corporatetreasury
- •Treasury optimisation
- •Tailored liquidity solutions
- •Real-economy financing
Employeebenefits
- •Review of existing schemes
- •Group health and protection cover
- •Executive protection
- •Employee savings and retirement
M&Aadvisory
- •Business sale
- •Acquisition and external growth
- •Owner succession
What brings us together, what guides us, what sets us apart.
Consideration
At Valoria Capital Group, care is expressed through respect, active listening, and mutual support - both toward our clients and within our teams. We foster an environment where everyone is attentive to the needs and concerns of others, promoting lasting relationships built on trust.
Commitment
Every interaction with our clients is guided by a constant commitment to understanding their challenges and providing solutions that are truly tailored to their needs. We believe in building lasting relationships based on transparency, rigour, and mutual trust.
Expertise
Every employee at Valoria Capital Group demonstrates in-depth expertise in their field. Our teams stand out for their specialist knowledge and skills, positioning them as key advisors for the most critical decisions.
Ambition
Ambition within the Valoria Capital Group is characterised by the constant pursuit of ambitious goals and the satisfaction of exceeding expectations. It is reflected in our commitment to the continuous improvement of our services, our practices and the support we provide.
What brings us together, what guides us, what sets us apart.
Consideration
At Valoria Capital Group, care is expressed through respect, active listening, and mutual support - both toward our clients and within our teams. We foster an environment where everyone is attentive to the needs and concerns of others, promoting lasting relationships built on trust.
Commitment
Every interaction with our clients is guided by a constant commitment to understanding their challenges and providing solutions that are truly tailored to their needs. We believe in building lasting relationships based on transparency, rigour, and mutual trust.
Expertise
Every employee at Valoria Capital Group demonstrates in-depth expertise in their field. Our teams stand out for their specialist knowledge and skills, positioning them as key advisors for the most critical decisions.
Ambition
Ambition within the Valoria Capital Group is characterised by the constant pursuit of ambitious goals and the satisfaction of exceeding expectations. It is reflected in our commitment to the continuous improvement of our services, our practices and the support we provide.
An Executive Committee bringing together specialists from diverse, complementary backgrounds.
Behind every mandate are people who work rigorously and stay directly accountable to clients.
