Clartan Associés has been committed for four decades to providing bespoke discretionary capital management for individual clients, families, and foundations. Our approach is founded on trust, close personal relationships, and a steadfast long-term partnership.
Our sole objective: maximizing your savings’ value
Four clear steps in the client journey
Goal setting
Together, we clarify your needs and objectives.We work with you to define your needs and objectives.
Design of a bespoke strategy
Because your story and plans are one-of-a-kind, we thoroughly analyze every element to create an investment strategy that truly reflects your unique needs.
Long-term projections
Before any implementation, we model the evolution of your investments over 20 years. This projection gives you a clear and measurable view of your choices. We project the evolution of your investments over a 20-year period before any implementation. This clear, measurable projection provides a complete view of your strategic choices.
Implementation and ongoing support
Once the guiding principles are defined, your portfolio manager invests your capital. We continue to support you, adapting the strategy to life changes and current market developments.
A rigorous, selective and field-based approach guides our investment process
We ground our investment decisions in real-world fundamentals, based on direct, in-depth knowledge of the companies we consider. Our analysts use strict criteria to assess companies, ensuring that only those with sustainable profitability potential are included in and remain a part of our portfolios.
We provide management solutions specifically tailored to your objectives and constraints. This includes Clartan funds, direct securities, multi-management solutions, and mandates with specific orientations.
A minimum investment of €100,000 is required, with a lower threshold of €10,000 for the Youth PEA (Equity Savings Plan).
A dedicated contact is at your disposal. Monthly, you will receive a transparent, consolidated report, encompassing a market editorial and a personalized analysis of your investments.
“I have been a client for over 30 years and, throughout this time, I’ve consistently valued the professionalism of Clartan’s Private Wealth Management team. The stability of the team is a significant advantage; I am still supported by the same private portfolio manager who, along with the rest of the Clartan team, is consistently available, offers sound advice, and listens attentively. This stability is reassuring, giving me confidence in the financial management of my assets. The long-term performance of this management strategy is clear evidence that my trust has been “well-placed”.”
P-Y N.
“I first entrusted my Private Wealth Management to Clartan in 1990. Their support has consistently been delivered with remarkable seriousness. I am extremely satisfied with their asset allocation and financial management, which have played a significant role in the growth of my financial assets. I have complete confidence in Clartan and know I can rely on their expertise whenever needed.”
J-C R.
“After years in wealth management, we chose CLARTAN’s Private Wealth Management for our personal investments. Trust is earned through availability, attentive listening, expert advice, swift responsiveness, team consistency, and strong fund performance. We extend our sincere thanks to the entire CLARTAN team.”
G&S D.
“For many years, I’ve had the privilege of being a Clartan client. They have supported my family over several generations, which is how I was first introduced to them. The excellence of their support, the high quality of their advice, and the level of performance they achieve made continuing this relationship, with complete confidence, the natural choice. I particularly value the relationship established and maintained with the manager of the Private Wealth Management team, who has been my contact from the start. His attentive listening, exceptional responsiveness, and advice – always tailored to my needs and explained with great clarity for a non-professional like me – are truly invaluable and reassuring. This provides me with genuine peace of mind, and I wholeheartedly recommend Clartan.”
B A.
I wholeheartedly recommend Clartan for their support across generations, commitment to excellence, quality advice, and performance.
B. A.
Availability, attentiveness, good advice, responsiveness, team stability, strong fund performance: the key words for placing one’s trust.
G. & S. D.
I am very satisfied with Clartan’s asset allocation and financial management, which have significantly contributed to the growth of my financial assets.
J-C. R.
FAQ
What is the legal form of Clartan Associés?
Clartan Associés is a Société de Gestion de Portefeuille (SGP), approved the by Autorité des Marchés Financiers (AMF) since 27 July 1990, under registration number GP-90095 (general registration).
An SGP is an investment services provider whose main business is investment management for third parties (individual management under mandate or collective management through UCITS).
Who owns Clartan Associés?
The company is wholly-owned by active of former partners in Clartan Associés or their families; no shareholder owns more than 35% of capital.
What is a SICAV?
A SICAV (Société d’Investissement à Capital Variable) is a limited company whose purpose is to offer its shareholders the ability to benefit from the professional management of portfolios of transferable securities or other financial assets as defined in the investment policy of each of its compartments.
It issues or repurchases its shares on demand from investors at buy or sell prices which it is required to publish daily and which correspond to the value of invested assets.
Thanks to its legal form, a SICAV gives its shareholders control over its management through a Board of Directors and a General Meeting of shareholders.
Why a Luxembourg SICAV?
The Luxembourg financial market is the heart of the euro zone for the registration and administration of investment funds: it derives its reputation from its strong culture of investor protection, in turn based on its considerable political, regulatory and social stability.
Holders of shares in a SICAV thus benefit from the best international standards for the activities of custodian banks, achieved thanks to the specialisation in this area of the local financial services industry.
