Funds Society: “Value Tree celebrates 25 years with a new corporate identity”

17 June 2026.

This year, Value Tree celebrates its 25th anniversary with a new corporate identity that reflects the company’s evolution since its founding in 2001 and its current position as a leading independent wealth management firm.

According to the firm, the new brand identity, unveiled to coincide with this milestone, represents an evolution of its logo and visual identity, better reflecting the company as it stands today: an organisation with greater experience, deeper expertise, and a strengthened team committed to helping clients maximise the potential of their wealth.

“Celebrating 25 years is a tremendous source of pride for everyone at Value Tree. This anniversary allows us to look back with satisfaction on the journey we have made, while also looking ahead with ambition. Our new visual identity symbolises that evolution: our founding values remain unchanged, but our brand now better reflects who we are today and what we aspire to build over the years ahead,” says Eric Ollinger, President of Value Tree.

Over the past quarter of a century, the firm has built a business model founded on independence, rigorous investment management and a long-term wealth management approach. Today, Value Tree has a team of 20 professionals, manages eight investment funds and two pension plans, oversees nearly 500 discretionary portfolio management mandates, and is approaching €1 billion in assets under management, reflecting the company’s sustained growth and the trust placed in it by its clients.

Review of the past year

The past year has been marked by a significant expansion of the firm’s organisation. Value Tree has welcomed five new professionals to strengthen key areas including back office, investment management, commercial administration, tax advisory and legal services, further advancing its goal of providing a comprehensive and specialised wealth management service.

This growth has been complemented by the arrival, at the beginning of 2026, of renowned international portfolio manager Ivan Nyssen, who brings more than three decades of experience in financial markets and an outstanding career at firms including CapitalatWork. His appointment represents a significant addition to Value Tree and reflects the firm’s commitment to further strengthening its investment management and research capabilities.

Nyssen now manages The Blue Fund, a Luxembourg SICAV that expands the firm’s range of international investment solutions. Its first sub-fund, The Blue Global Fund, has delivered an annualised return of 10.29% since its launch in October 2012 and currently manages approximately €550 million in assets. More recently, the range has been expanded with the launch of The Blue World Equities Fund, a new sub-fund focused on global equities with exposure to the major markets of the United States, Europe and Asia.

The company also plans to continue strengthening its research capabilities through the recruitment of several international analysts over the coming months, reinforcing one of the firm’s key strategic priorities for future growth.

“Over these past 25 years, we have grown alongside our clients, adapting to an increasingly complex and demanding financial environment. The trust they have placed in us is our greatest asset and the strongest foundation on which to build the future. We are committed to continuing to evolve, attracting talented professionals and enhancing our capabilities so that we can continue delivering a distinctive service over the next 25 years,” concludes Ollinger.

The new corporate identity introduced by Value Tree embodies this combination of accumulated experience and future ambition: a well-established firm, continuing to grow and fully prepared for its next stage of development while remaining true to the values of proximity, independence and excellence that have defined it since its foundation.

Link to the full article: here.