Clartan, reliable and sustainable asset management solutions for your clients
An independent asset management firm for 40 years, Clartan Associés delivers a solid and proven investment approach built on collegial decision-making
Clartan Associés
Legal notices
The information presented above does not represent either an offer for sale or investment advice. For full information on strategy, fees, all risks and the recommended investment period, please refer to the prospectus, KIID and other regulatory information available on our website www.clartan.com or free of charge on demand from the company’s head office.
* Performance is net of management fees.
Past performance is no indication or guarantee of future performance.
A best-in-class asset management service for
Independent Financial Advisers
Distributors
Family Offices
Mutual Institutions
Independent Financial Advisers
Distributors
Family Offices
Mutual Institutions
Meet the team
Marc Effgen
since 2016
Tom Schönenberger
since 2021
Having started my career with audit and consultancy group PwC, I moved into financial analysis with a well-known private bank in Geneva. I then moved into the world of investment banking in London at a Swiss equity broker, first as an analyst and then as Head of Sales. Having gained experience with a similar company, providing pan-European coverage, in London, I joined Clartan Associés in 2016 in order to strengthen the team at the Swiss subsidiary. Alongside my main professional activity, I teach company valuation at the University of Lausanne, as Course Leader in a Masters programme at HEC Lausanne.
The professionalism of the management team, the collegiate approach to the investment process and its human values all allow Clartan Associés to set itself apart as an investment manager.
Training: Masters in finance HEC Lausanne, CFA Charterholder, US Certified Public Accountant
Languages: French, German, English
After graduating from HEC Lausanne, I had the good fortune of joining Clartan Associés in 2021, where I am responsible for analysing the companies that make up our investment universe. I also provide commercial services for our Swiss clients. I was immediately won over by Clartan’s values, especially the focus on teamwork, investment excellence and client relations. The collective approach to long-term ethical investment seems to be the best formula for generating sustainable value.
Education: Masters in Accounting, Control and Finance, HEC Lausanne
Languages: French, English, Bulgarian
+1 bn€
assets under management
6
funds
40
years of existence
A clear and accessible offering, combined with a distinctive management style
Our management style is based on a free and flexible approach, designed to adapt across all market cycles.
Clartan Sicav
Delegated Management
Latest news
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November 2025
In October, the European stock market continued its upward trend (+2.6%). American indices denominated in euros once again…
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October 2025
In October, the European stock market continued its upward trend (+2.6%). American indices denominated in euros once again…