Case Studies
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Is investing €100,000 the right move for me?
A common recommendation is to set aside three to six months’ worth of disposable income in readily accessible…
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Is the PEA Jeunes an accessible and profitable investment option?
For young professionals, Clartan Associés provides an appealing solution: a managed PEA (Equity Savings Plan) starting from €10,000.…
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Is the PERin a good fit for my retirement planning?
The Individual Retirement Savings Plan (PERin) is a long-term savings vehicle designed to help individuals accumulate capital during…
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I am dissatisfied with my financial advisor. Can I change and join Clartan?
Regulations allow you at any time to change the financial manager of your accounts or contracts. Securities accounts,…