Regulations allow you at any time to change the financial manager of your accounts or contracts. Securities accounts, PEA, PERin and life insurance policies can be transferred without loss of tax seniority (no tax friction). With this solution, you benefit from a single point of contact for all your financial investments and receive a quarterly consolidated financial wealth statement. This consolidation is key to ensuring consistent asset allocation, risk diversification, and alignment with your short, medium, and long-term objectives.
At Clartan, we ensure continuity in your relationship: thanks to our stable team, you will retain the same Private Wealth Manager over time. Our Investment Management team is dedicated to the daily monitoring of your transactions. By utilizing Clartan’s range of funds, we can implement an asset allocation tailored to your specific objectives for diversification, time horizon, and risk.
Clartan works with a wide network of partner banks and insurance companies in France and Luxembourg, including notable names such as AXA, AG2R, Swiss Life, BDL, La Mondiale Europartner, and Allianz.
