26.04.2024 – Valiant recognised as number one regional bank


Valiant recognised as number one regional bank

Every year business magazine BILANZ publishes its rating of the best banks in Switzerland. Valiant stood out for its strong expertise in investment advisory and won three awards.

Once again Valiant was up among the leaders in the final list of the BILANZ rating. The business magazine gave it three awards for investment expertise: 

- Number one in the regional banks category
- Long-standing quality leader
- Excellence award as one of the best banks in Switzerland

For the 16th time, BILANZ discreetly sought out the best investment solutions. More than 100 banks were contacted by mystery shoppers and their advisory performance assessed. The shoppers claimed to be a wealthy Swiss private client looking to invest their money in a cost-conscious and sustainable way for the next ten years. They also said they wanted their assets to be managed simply, with a focus on solutions.

Valiant won the jury over with its simple, well-structured and clear offering. The assessment was based partly on the smooth cooperation between the teams of relationship managers and investment specialists. The fact that the solutions were simple, focused on sustainability and tailored to the customers’ needs was also a positive factor. 

LSEG Lipper Fund Award makes it a double prize
Valiant recently won the LSEG Lipper Fund Award Switzerland 2024. Strategy fund Valiant Helvétique Conservative was nominated best fund in the “Mixed Asset CHF Conservative Fund over 3 years” and “Mixed Asset CHF Conservative Fund over 5 years” categories.

The awards once again demonstrate Valiant’s expertise as a bank for building up assets.

For more information on our investment products, see valiant.ch/anlegen or valiant.ch/dokumente.

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