40 years
of independent private wealth management at the service of your financial assets
An independent firm since 1986,
Clartan Associés offers individuals a continuity rarely found in private wealth management
Built on rigor, transparency and attentive listening, Clartan Associés has navigated decades and financial cycles thanks to a stable team, long-standing client relationships and a proven strategy.
Every decision is collegiate, and every advisory mission is designed with a long-term perspective.
Experience a distinctive management style
Collegiate decision-making
Rigorous process
Attentive listening
Long-term vision
Collegiate decision-making
Rigorous process
Attentive listening
Long-term vision
+1 bn€
assets under management
6
funds
+30
employees
YOUR PRIVATE WEALTH MANAGEMENT TEAM
Proven expertise enriched
by a new generation of portfolio managers
A dedicated team operating from three offices across Europe.
Aymeric Beytout
Alexis Bonnes
Guillaume Brisset
Charlotte Casteja-Lafourcade
Jean-Baptiste Chaumet
Olivier Delooz
Anne-Sophie Gabalda
Emilie Georgin
Marilou Goueffon
Anne-Sophie Meauzé
Thibault du Pavillon
Jean Perney
Angélique de Sagazan
Elizabeth de Saint Leger
Alexandra de Sigalas
After a range of experience working for various asset management companies, I wanted the new challenges that joining a bigger organisation would bring. I was therefore delighted to be able to join the very dynamic Private Client team at Clartan Associés in 2015.
I provide day-to-day support for our clients in the administrative and financial management of their resources. One of the ways in which I can add value for our clients is always to listen and be entirely open to their ideas so that we can rapidly develop the right solutions to achieve their goals.
Education: Kedge Business School, Euromed Marseille
Languages: French, English, German
After a number of experiences in small French asset management companies, I was able to join an international asset management company, Stanhope Capital, and discover the world of private banking. I was keen to move in this direction, and wanted to develop my interpersonal skills, teamwork and transparency, so I spontaneously turned to Clartan Associés, which gave me the chance to try out all these aspects of the business. Subsequently, I was able to experience real cooperation and fluidity in the work within the team, which was very important to me.
Education: Double degree Master 280 – ISF (Statistical and Financial Engineering) at Dauphine – PSL Paris / Engineering school E.I.S.T.I.
Languages: French, English, Russian, Spanish
After starting in fundamental financial analysis for investors, working with Professor Bertrand Jacquillat at the firm Associés en Finance, I was recruited as an investor by the Allianz group. I soon realised that the constraints involved with this type of structure were not compatible with my own vision of investment. By way of contrast, at Clartan Associés I found a client oriented basic management culture and a continuous searching for product excellence. What is more, I also found that there is a real entrepreneurial spirit at the company, which is still being nurtured, and a company culture where the development of the company and the person go hand in hand.
Training: ESCP Europe / Diplom-Kaufmann (Technische Universität Berlin) / Training centre of the SFAF (French Society of Financial Analysts)
Languages: French, English, German
After gaining significant experience in law firms and then in the legal departments of financial institutions, I moved on to advising private clients within family offices. However, I was looking for proven expertise in financial management combined with high-quality client support. This search led me to Clartan Associés. There, I found a strong DNA in stock selection, financial analysis and active fund management combining conviction and collegiality: a good recipe for serving the best interests of investors and our private clients. In addition to this recognised expertise, Clartan has a great team spirit, a sense of belonging to the ‘Clartan’ family and human values. All these factors convinced me to join Clartan and contribute in my own way to this exciting entrepreneurial adventure.
Education: DEA in private law (Paris I Sorbonne)/CAPA Paris (Certificate of Aptitude for the Profession of Solicitor)/Executive Master’s in Professional Wealth Management and Private Banking (Paris-Dauphine)
Languages: French, English, Spanish
In 2006, after three years at KPMG entrusted with auditing missions and transactions for major international banks (the General Electric capital group, HSBC, Credit Suisse in particular), it was high time for me to play an active part. My project was to find a position where I could give a priority to my three sources of motivation and enrichment: finance, the analysis necessary for decision-making and thirdly, direct contact with clients. Capital management at Clartan Associés fully meets these three criteria. But it was in fact a fourth consideration that led to my decision to join this unique enterprise: the certainty that I would be participating in a human endeavour as part of a high quality team sharing the most important values. At each step of my career, both academic and professional, I have seen how working as a team enriches and has a “levelling-up” effect. It is precisely this spirit that is cultivated in our company. Every member of Clartan Associés contributes to the building of a company with strong, deep roots and which has great potential for growth.
Training: HEC – IEP Paris
Languages: French, English, German
After 7 years as the only permanent member of staff of an association, I joined an independent financial management firm. There I learned the basics of the profession: tax advice and personal asset management, asset allocation. It was then that I wanted to join a more heavyweight team and get closer to the product. At Clartan Associés I still prioritise working closely with private clients, placing great emphasis on facilitating their relations with our partners. My overriding objective: taking the client by the hand so that he has no administrative worries, we take care of everything!
Training: EPSCI
Languages: French, English, Spanish
Although my initial training and previous jobs were quite far removed from the world of finance and wealth management, Clartan Associés recognised that I had skills that were in line with the company’s ethos and placed their trust in me. Supported in my learning by the Private Banking team, I perform a wide range of administrative tasks. Mutual support, professionalism and customer service are not just empty words at Clartan Associés!
Having gained experience with mergers & acquisitions at Lazard, and with a Masters in Finance and Strategy from Sciences Po Paris, I was delighted to join Clartan Associés in March 2013. An earlier internship with the company was a rich and rewarding experience, providing in-depth training in financial analysis. I learnt to share the company’s values of rigorous work, intellectual curiosity, team spirit and a strong business culture, which have become part of my daily life. After receiving AMF certification, I am now in a position to take part in all management decisions. Through my experience in investment banking and auditing I am able to contribute my modelling skills, rapid execution and a fresh approach and new ideas. My special focus is financial analysis, fund management and customer accounts under management contract. Clartan Associés is a serious company that is geared towards excellence and the future. I am delighted to build my professional career here and to participate in the company’s development.
Education: Sciences Po Paris, Masters in Finance and Strategy
Languages: French, English, Spanish, Portuguese
As part of my studies and my professional career, I have worked in a wide variety of sectors –from tourism to community work to retailing – for which it is essential to have a sense of service and organisation, and to be responsive and flexible!
At Clartan Associés, I am responsible for receiving clients, general services and both internal and external events management.
I am especially sensitive to Clartan’s values of collegiality, confidence and transparency, which I strive to apply in my relations with our clients and staff, as well as with our service providers and suppliers.
Working for Clartan is a very motivating and enriching professional and humane adventure!
Education: BTS Tourism
Languages: French, English, German
A six month work placement at the end of my ESTP engineer training was an early opportunity to get to know this “shop”, as the Anglo-Saxons say. The company had only five members of staff at the time, was managing 20 million Euros and they used the Minitel to consult the prices! The human scale of the company, its reactivity, team spirit, a long-term view of client service and the entrepreneurial project really did win me over.
So I went back to Clartan Associés, after two years auditing at KPMG, in 1999; from certification to analysis of accounts, with in-depth studies of companies and an understanding of their DNA. A vast and lively universe of investment has been opened up to me. My taste for investigative work is today still as strong as ever.
I have not looked back since that time, still with the same values and the same prioritisation on the interests of the client; the shares being managed exceed the billion Euros, and Clartan Associés is more than 30 persons.
Training: ESTP (Special School for Public Works)
Languages: French, English, Spanish
I joined Clartan Associés after an internship at the end of my studies. After gaining professional experience in wealth management and then asset management, it was only natural that I should take my place in Clartan Associés’ private clients team. I particularly enjoy the quality of the relationships formed with clients and the excellence built into the fund management process, as well as the caring atmosphere in the company.
Education: Business School (BBA EDHEC) then Masters II in market finance (INSEEC Paris)
Languages: French, English, Spanish
After 10 years working in textile purchasing I wanted a change of direction in my professional career, which I achieved by joining Clartan Associés in 2004. As part of the private client management centre I am one of the contacts for private clients, at the administrative level. I make sure that the clients’ requests receive a rapid reply and are dealt with quickly and that their accounts are managed rigorously. I attach particular importance to continuous improvement of our procedures and internal systems. My daily concern: making sure that the client feels recognised and that we are attentive.
Training: Higher Institute of Commerce (ISC Paris)
Languages: French, English
I worked for the BNP Paribas group for fifteen years before joining Clartan Associés in 2011. At each step of my career I have looked, as far as possible, for a supportive human environment, membership of a team that I respect and activities that combine analysis and contacts. My arrival at Clartan Associés has an extra dimension in that I am asked to fit in with a rather special form of organisation, with a degree of rigour and professionalism corresponding to the responsibilities of capital management for third parties, and a philosophy of sustained service that entails a long-term view. My training as an engineer and my professional experience in management control and looking after the clients of large multinational companies means that I am able to contribute to financial analysis and relations with our professional and institutional clients. Finally, I like to think that my British nationality adds a certain exotic island touch.
Training: Ecole Centrale Paris / MSc Econometrics Cambridge University / Collège des Ingénieurs
Languages: French, English, Spanish
After my studies I worked for various companies in posts with different functions, such as client relations, sales administration and accountancy. Since 2006 I have been working as an assistant at Clartan Associés in a variety of different roles, client reception, the administrative processing of Private Client Management files as well as taking part in some commercial events. In my view Clartan Associés is a very human company as it pays a great deal of attention to its staff. In my case, returning from maternity leave, I was able to resume my activity on a part-time basis so that I could still spend as much time as possible with my daughter. I greatly appreciate this arrangement, as it allows me a balance in my life that is very motivating.
Training: BTS Management Assistant
Languages: French, English
Growing and preserving your financial assets:
it starts today
We conduct an overview of your wealth position. Based on this and on your objectives, we define and propose an appropriate financial strategy.
Looking to plan ahead?
Our clients speak for us
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.
JC. R.
Key partners
Latest news
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January 2026
At the beginning of 2026, the European stock market resumed its upward trend (+3.2%) while the US indices…
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December 2025
In December, the European equity market resumed its upward trend (+2.8%) while U.S. indices denominated in Euro declined…
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Clartan Associés wishes you all the best for 2026
2026. Celebrating 40 years of collaboration. The entire Clartan team wishes you all the best for 2026.