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Private Banking Precision. Institutional Discipline. Swiss Wealth Reinvented.

At Valiant Asset Management, we provide high-net-worth individuals, families and private investors across Europe with a comprehensive, investment-bank level wealth platform — combining Swiss financial discipline with tailored private-client expertise.

From our base in Bern, Switzerland, we deliver a full suite of wealth and investment services that meet the standards expected of an international investment institution. Our mandate is simple: to safeguard, structure and elevate the financial position of every client who partners with us.

For individuals who value security, institutional-grade governance and absolute discretion, Valiant Asset Management represents a refined and strategic home for long-term wealth.

A Swiss Investment Institution for Private Clients

High-net-worth investors choose us because we operate with the rigour and structure of an investment bank, while still delivering the personal attention and privacy of a boutique wealth manager.

Our internal group relationships provide access to a robust financial infrastructure, sophisticated oversight, strengthened governance and deep market expertise — all quietly integrated into our private-client offering.

This structure enables us to deliver capabilities that extend far beyond traditional wealth management firms.

Our Comprehensive Private-Client Offering

We provide detailed, long-term wealth planning designed for clients with complex financial requirements.
Our advisory approach includes:

  • Cross-border wealth structuring
  • Long-term capital planning
  • Intergenerational wealth and legacy planning
  • Liquidity strategies and portfolio risk alignment
  • Personalised financial roadmaps tailored to each client’s objectives

Every plan is constructed with Swiss precision and a deep understanding of international private-client needs.

Clients benefit from portfolio construction that reflects the practices of institutional investment desks:

  • Multi-asset discretionary mandates
  • Equity, fixed-income and hybrid portfolio models
  • Strategic and tactical allocation decisions
  • Global macro assessment
  • Defensive portfolio design for wealth preservation
  • Active risk management and diversification

Each portfolio is managed with long-term clarity and meticulous oversight.

We offer secure, Swiss-structured deposit solutions ideal for clients seeking:

  • Capital protection
  • Strong fixed returns
  • Short-term security with institutional-level governance
  • Transparent, clearly defined maturity structures

These solutions are especially suitable for clients seeking lower-risk, stable allocations within a wider portfolio.

For clients requiring a secure Swiss base for liquidity:

  • Private savings accounts
  • Cash-management frameworks
  • Euro-denominated high-security savings solutions
  • Seamless cross-border onboarding

These accounts provide stability, flexibility and an efficient platform for short-term liquidity needs.

Our fixed-income desk constructs strategies focused on capital protection and consistent income:

  • European sovereign and corporate bond exposure
  • Tiered defensive allocations
  • Conservative duration management
  • Portfolio stabilisation through controlled risk-weighting

These approaches align with the expectations of HNW investors prioritising stability.

Valiant Asset Management provides a consolidated private-client experience similar to a Swiss investment bank, including:

  • Wealth reporting and portfolio analytics
  • Personal relationship management
  • Cross-border support for EU and EEA clients
  • Discreet communication and secure documentation transfer