Valoris Group

What Valoris Group does

Valoris Group is a Casablanca-based independent Moroccan investment bank, founded in 1999 and formerly known as Capital Gestion Group, that provides asset management, custody-adjacent services, brokerage, corporate finance advisory, real estate investment, and private equity to high-net-worth individuals, institutional investors, and corporate clients. The group operates through six wholly-owned subsidiaries — Valoris Management (OPCVM collective fund management), Valoris Finance (discretionary and advisory portfolio management), Valoris Securities (stock exchange intermediation including the Valoris Bourse Direct online trading platform), Valoris Capital (private equity, including the Valoris Equity Fund and the VAIF green-energy fund), Valoris Real Estate, and Valoris Corporate Finance — covering money market, bond, equity, and alternative investment strategies.

The technology footprint is a conventional financial-services platform centered on certified internal controls (ISO 27001, ISAE 3402 Type 1 and Type 2), a Fitch 'High Standards'-rated fund management operation, and a self-serve retail brokerage platform launched in May 2020 via web and mobile (Google Play). Revenue is generated through five distinct streams: AUM-linked management fees on OPCVM collective funds, discretionary mandate management fees (with potential performance fees), brokerage transaction commissions, corporate finance advisory fees, and real estate / private equity investment income. Pricing is not publicly disclosed and is negotiated per mandate.

Distribution is entirely domestic (Morocco) and primarily direct: dedicated financial advisors and relationship managers at the Casablanca headquarters, complemented by the Valoris Bourse Direct self-serve channel. The firm has accumulated a track record of industry recognition — Lipper Fund Awards in 2015, 2017 and 2019, Zawya Fund Awards in 2014, and Asset Management Trophies from La Vie Eco in 2008–2010 — alongside a sequence of certifications (Fitch, ISAE 3402, ISO 27001) that anchor its institutional credibility. With 11–50 employees, no disclosed AUM or revenue, and no external funding or M&A history, Valoris Group presents as a small, profitable, multi-line Moroccan financial boutique operating without parent-group affiliation.

Name

Valoris Group

Legal name

VALORIS GROUP

Website

https://valorisgroup.ma

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Valoris Group is a Casablanca-based independent Moroccan investment bank operating through six subsidiaries that provide OPCVM collective management, discretionary portfolio management, stock brokerage (including online), corporate finance advisory, real estate investment, and private equity to high-net-worth individuals, institutional investors, and corporate clients in Morocco.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Private Markets Fund of Funds (PE / VC / Private Credit FoF) (FSAHAKAF)

Keywords

• Asset management services
• Wealth management advisory
• Investment banking
• Stock brokerage services
• Collective fund management

Headquarters

HQ city

Casablanca

HQ country

Morocco

HQ region

Africa

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Collective Management (OPCVM): Management of mutual funds (Organismes de Placement Collectif en Valeurs Mobilières) generating management fees based on assets under management
2. Discretionary Portfolio Management: Mandate-based portfolio management services charging management fees and potentially performance fees
3. Securities Brokerage: Stock exchange intermediation services generating transaction commissions
4. Corporate Finance Advisory: Advisory and engineering services for corporate transactions and financial engineering
5. Real Estate Investment: Property investment services and project development

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Valoris Group is an independent Moroccan investment bank providing collective investment management (OPCVM mutual funds), discretionary and advisory portfolio management, securities brokerage via the Valoris Bourse Direct platform, corporate finance advisory, private equity, and real estate investment services. It operates through six wholly-owned subsidiaries serving high net worth individuals, institutional investors (pension funds, insurers), and corporate clients exclusively in Morocco.

Product overview

Valoris Group operates as an independent investment bank in Morocco, organized as a multi-subsidiary financial services group. The portfolio includes six distinct subsidiaries: Valoris Management (collective investment/OPCVM funds), Valoris Finance (discretionary and advisory portfolio management), Valoris Corporate Finance (corporate advisory), Valoris Real Estate (property investment), Valoris Securities (stock intermediation with Valoris Bourse Direct online platform), and Valoris Capital (private equity funds). The group offers investment products across asset classes including money market, bonds, equities, and alternative investments, serving both institutional and retail clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Valoris Management - OPCVM Collective Fund Management Collective investment management subsidiary offering OPCVM (Organismes de Placement Collectif en Valeurs Mobilières) mutual funds across money market, bond, diversified, equity, and Islamic categories for institutional and retail investors. Includes flagged award funds such as the best equity fund in Morocco over a 10-year period (Lipper 2019) and Lipper-recognized Islamic and bond funds (2015, 2017).
• Valoris Finance - Discretionary and Advisory Portfolio Management Advisory and discretionary portfolio management services offering personalized investment strategies tailored to client risk profiles (equilibrated, prudent, dynamic, or custom), with regular reporting, periodic management committees, and direct contact with financial advisors. Designed for HNW individuals and institutional clients seeking managed mandates.
• Valoris Corporate Finance - Advisory and Engineering Services Advisory and engineering services for corporate finance transactions and strategic consulting, including M&A advisory, capital raising, and financial engineering projects for Moroccan corporates.
• Valoris Real Estate - Property Investment and Development Real estate investment services including property development projects and investment property management for clients seeking exposure to Moroccan real estate assets.
• Valoris Securities - Stock Exchange Intermediation Stock exchange intermediation services offered through Valoris Securities, providing direct access to the Moroccan stock exchange for clients, including via the Valoris Bourse Direct online trading platform.
• Valoris Bourse Direct - Online Trading Platform Online stock trading platform launched by Valoris Securities enabling investors to execute trades on the Moroccan stock exchange via web and mobile application, providing self-service direct market access.
• Valoris Capital - Private Equity Funds Private equity arm managing investment funds including the Valoris Equity Fund (financing the Moroccan economy) and the Valoris Alternative Investments Fund - VAIF (green energy transition via photovoltaic solar for industrial and agro-industrial companies).

Quantifiable outcome

• Best equity fund in Morocco over 10-year period
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• FetchRatingscoreOthers · 6 October 2015FetchRatings provides independent internal control certifications (ISAE 3402 Type I and Type II) for Valoris Management and Valoris Securities, verifying compliance and control effectiveness.
• Fitch RatingscoreOthers · 4 July 2014Fitch Ratings provides independent credit ratings and research for Valoris Management. The agency awarded Valoris Management the 'High Standards' designation and renewed ratings over multiple years.
• CAPITAL GESTION GROUPcoreStrategic or Co-development PartnerParent company relationship. Valoris Group is part of Capital Gestion Group ecosystem, which includes Valoris Management, Valoris Securities, Valoris Capital, Valoris Real Estate, Valoris Corporate Finance, and Valoris Finance entities.

Scale indicators5 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Bank of Africa Capital Markets (formerly BMCE Capital): Investment banking subsidiary of Bank of Africa, providing brokerage, asset management, and corporate finance advisory in Morocco. Direct competitor to Valoris Securities, Valoris Management, and Valoris Corporate Finance.
• Wafa Gestion: Asset management arm of Attijariwafa group's banking platform managing Moroccan OPCVM and institutional mandates. Competes head-to-head with Valoris Management in fund performance rankings and institutional RFPs.
• Attijari Gestion: Asset management subsidiary of Attijariwafa bank, one of the largest Moroccan asset managers, offering OPCVM and discretionary management to institutional and retail clients. Direct competitor to Valoris Management in Morocco's mutual fund and discretionary mandate market.
• MarocFinance: Moroccan independent financial advisory and stock brokerage firm providing intermediation and research services. Comparable to Valoris Securities, particularly around the Valoris Bourse Direct online brokerage proposition.
• CFG Bank (Casablanca Finance Group): Moroccan investment bank offering asset management, brokerage, and corporate finance to institutional and corporate clients. Closely comparable independent-style full-service platform to Valoris Group.
• Upline Capital Management: Moroccan financial advisory and asset management firm providing collective management, discretionary mandates, and corporate finance services. Comparable boutique independent platform competing for similar HNW and institutional clients.
• CDG Capital: Investment banking and asset management arm of Morocco's Caisse de Dépôt et de Gestion, offering collective management, brokerage, and corporate finance. Overlaps with Valoris across all major product lines in Morocco.

Broad incumbents

• Amundi (MENA operations): Europe's largest asset manager with a dedicated MENA and emerging-markets franchise offering collective and discretionary management. Sets the competitive benchmark for institutional and OPCVM products that Valoris competes against in Morocco.
• AXA Investment Managers (MENA): Global asset manager with MENA distribution and local partnerships offering mutual funds and institutional mandates. Comparable to Valoris at the institutional/Mandate level, particularly for cross-border clients.

Regional players

• Al Madar Investment Company: MENA-focused investment firm headquartered in the Gulf with Moroccan operations, active in private equity and asset management. Comparable to Valoris Capital's PE/alternative fund strategy in the region.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CapitalGestionG
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/capital-gestion-group

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valoris Group