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Our services

A Complete Wealth Platform for Discerning Investors

At Valiant Asset Management, our services have been carefully developed to meet the expectations of sophisticated, high-net-worth individuals seeking clarity, security and an elevated standard of financial stewardship. Grounded in Swiss heritage and supported by refined institutional capabilities, our offering blends disciplined investment expertise with a level of attention more commonly associated with private banking.

Every service is designed to support the long-term interests, ambitions and complexities of clients who require a more considered approach to wealth.

Wealth Planning & Strategic Advisory

Our wealth planning service provides clients with a structured, long-term framework that supports the orderly growth, preservation and distribution of their assets. We begin by developing a clear understanding of each client’s circumstances, ambitions and risk preferences. From there, we create comprehensive plans that encompass liquidity management, capital preservation strategies, cross-border financial considerations, and long-term legacy objectives.

Our advisors adopt a methodical, investment-bank style approach, ensuring that every element of a client’s financial position is assessed with precision. This results in a strategic roadmap that aligns wealth, risk and opportunity in a disciplined and forward-looking manner.

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Asset Management

Our asset management offering is built upon the principles of institutional investment discipline. We combine global market insight with a meticulous, research-led process to construct portfolios that reflect both long-term security and meaningful growth potential. Whether a client’s preference is for discretionary management or a more advisory-led relationship, our investment team focuses on clarity, diversification and risk control.

Our goal is to create portfolios that provide long-term resilience while capturing carefully selected opportunities within global markets. Each mandate is managed with discretion, continuous analysis and a commitment to transparent communication.

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Fixed-Term Deposits

For clients who prefer the calm and assurance of predictable outcomes, our fixed-term deposit offering provides a refined and secure alternative within their broader wealth plan. Defined terms and fixed returns offer a sense of certainty that many high-net-worth individuals value, particularly when structuring cash reserves, short-term capital positions or preparing for larger strategic opportunities.

Our role is to ensure the process is seamless, well-managed and aligned with each client’s financial strategy. Fixed-term deposits serve as an elegant stabilising element within a larger portfolio, allowing capital to be positioned with intention rather than left idle.

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Savings Accounts

We also provide access to sophisticated savings solutions for clients who require a secure home for liquidity. These accounts offer stability and efficiency, enabling clients to manage cash in a disciplined and organised manner while maintaining access to funds as part of a broader wealth structure. For many high-net-worth individuals, these accounts form the backbone of their short-term liquidity planning, complementing both their investment portfolios and longer-term strategies.

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Fixed-Income & Cashflow Strategies

Our fixed-income capabilities are designed for investors seeking dependable, lower-volatility allocations supported by institutional research and structured execution. These strategies bring together conservative bond selection, disciplined duration management and a focus on capital preservation. They integrate seamlessly with a client’s wider portfolio, reinforcing stability and predictable performance, particularly during periods of market uncertainty.

We apply the same level of diligence found in investment banking fixed-income desks, ensuring that every allocation is backed by clear reasoning, robust evaluation and long-term perspective.

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Private Client Support

Every service at Valiant Asset Management is supported by a dedicated private-client infrastructure designed specifically for high-net-worth individuals. Our relationship managers ensure that clients receive prompt, discreet and informed assistance across all financial matters—whether they are expanding their portfolio, assessing new opportunities, reviewing strategy or simply seeking guidance on the next step.

This approach allows us to deliver a seamless experience across Europe, maintaining the level of professionalism and confidentiality expected from a sophisticated financial institution.

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A Service Standard Built for the Future

Our service offering reflects a commitment to providing clients with a complete wealth platform—one that balances the structure of institutional finance with the personalised attention of a trusted advisor. Whether clients are looking to protect their wealth, grow it strategically, or organise it for future generations, our role is to provide clarity, stability and a relationship built on long-term confidence.

At Valiant Asset Management, your financial journey is supported with precision, discretion and unwavering dedication.