Valiant Asset Management is committed to maintaining the highest standards of regulatory compliance, operational integrity and client protection. Our processes, governance framework and internal oversight mechanisms are designed to reflect the expectations placed upon a modern, internationally focused wealth-management institution.
This Legal & Regulatory page outlines the principles, policies and practices that guide our work with private clients across Europe.
Valiant Asset Management operates within a structured Swiss financial environment, adhering to the established rules and professional standards expected of a reputable Swiss investment and wealth-management institution.
Our governance model is built upon:
We maintain a robust internal framework that ensures all services are provided with full attention to transparency, accountability, and regulatory expectations.
Every relationship begins with a structured onboarding process designed to confirm suitability, financial understanding and the appropriateness of any service offered.
This includes:
This ensures that all clients receive solutions aligned with their objectives and profile.
Valiant Asset Management works with private clients throughout the European Union and EEA under a carefully managed cross-border framework.
Our cross-border processes ensure:
Clients are informed when certain services or features may not be available in specific jurisdictions.
All investing involves some degree of risk, and while our philosophy is grounded in security and stability, clients should always consider the following:
Clients are encouraged to review all documentation carefully and, where appropriate, seek independent financial or tax advice.
All deposit products facilitated through Valiant Asset Management benefit from the safeguards applicable under the relevant banking and financial-protection frameworks.
Clients receive full details of the applicable protections, coverage limits, and underlying guarantees before making any commitment.
These protections form a vital part of our commitment to clarity and client confidence.
Client privacy is an essential part of our Swiss heritage.
Valiant Asset Management adheres to strict data-protection standards, including:
Your information is never shared with third parties except as required for regulatory, operational or legal purposes.
We are committed to maintaining the highest level of service.
Should a client wish to raise a concern, our internal complaints process ensures:
Clients may request the full complaints policy at any time.
All content on this website, including text, design, branding, graphics and structures, is the intellectual property of Valiant Asset Management and may not be reproduced, copied or redistributed without written authorization.
Information provided is for general purposes and should not be considered personalised financial advice.
Nothing on this website constitutes an offer, solicitation or recommendation to buy or sell any financial instrument.
Acceptance as a client is subject to full onboarding procedures, documentation review and confirmation of eligibility under our cross-border framework.
Our focus is on long-term client trust, responsible operation and the delivery of services that meet the high standards associated with Swiss wealth institutions.
Valiant Asset Management remains committed to transparency, careful governance and the protection of every client relationship.
