{"id":75,"date":"2022-03-17T17:14:02","date_gmt":"2022-03-17T17:14:02","guid":{"rendered":"http:\/\/staging-clartan.plp.fr\/ch\/?page_id=75"},"modified":"2026-02-09T13:13:38","modified_gmt":"2026-02-09T13:13:38","slug":"private-wealth-management","status":"publish","type":"page","link":"https:\/\/clartan.com\/en\/private-wealth-management\/","title":{"rendered":"Private wealth management"},"content":{"rendered":"\n<section class=\"wp-block-cover alignfull relative overflow-hidden hero bottom-curved-border\"><img decoding=\"async\" class=\"wp-block-cover__image-background wp-image-10275 size-large\" alt=\"\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/pistil-02-orange-1036x583.jpg\" data-object-fit=\"cover\"\/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-30 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(180deg,rgb(119,14,14) 0%,rgba(120,14,14,0.45) 100%)\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\" style=\"margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"h-les-fonds-clartan-associes\">The Clartan Method<\/h1>\n\n\n\n<p class=\"has-text-align-center has-lg-font-size\">Clartan Associ\u00e9s 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.<\/p>\n<\/div>\n<\/div><\/section>\n\n\n\n<div class=\"wp-block-group alignfull has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"background-color:#f7f2eb;padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-container-core-group-is-layout-c951c46d wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-text-align-center has-2-xl-font-size\">Our sole objective: maximizing your savings&#8217; value<\/h2>\n\n\n\n<p class=\"has-text-align-center has-lg-font-size\">Four clear steps in the client journey<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-top is-layout-flex wp-container-core-columns-is-layout-55aa65d8 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60px\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/01-bleu.svg\" alt=\"01\" class=\"wp-image-4506\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn faq-xl\" style=\"margin-top:0px;margin-bottom:0px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">Goal setting<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\">Together, we clarify your needs and objectives.We work with you to define your needs and objectives.<\/p>\n<\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\" style=\"margin-top:var(--wp--preset--spacing--10);margin-bottom:var(--wp--preset--spacing--10)\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ec2ec05 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60px\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/02-bleu.svg\" alt=\"\" class=\"wp-image-4507\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn faq-xl\" style=\"margin-top:0px;margin-bottom:0px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">Design of a bespoke strategy<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\">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.<\/p>\n<\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\" style=\"margin-top:var(--wp--preset--spacing--10);margin-bottom:var(--wp--preset--spacing--10)\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ec2ec05 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60px\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/03-bleu.svg\" alt=\"\" class=\"wp-image-4508\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn faq-xl\" style=\"margin-top:0px;margin-bottom:0px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">Long-term projections<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\">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.<\/p>\n<\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\" style=\"margin-top:var(--wp--preset--spacing--10);margin-bottom:var(--wp--preset--spacing--10)\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1ec2ec05 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60px\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"60\" height=\"60\" src=\"https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/04-bleu.svg\" alt=\"\" class=\"wp-image-4509\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn faq-xl\" style=\"margin-top:0px;margin-bottom:0px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">Implementation and ongoing support<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none;padding:16px 16px 16px 16px\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\">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.<\/p>\n<\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\" style=\"margin-top:var(--wp--preset--spacing--10);margin-bottom:var(--wp--preset--spacing--10)\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-link-bordered\"><a class=\"wp-block-button__link has-secondary-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/clartan.com\/en\/private-wealth-management\/contact-our-team\/\">CONTACT A PRIVATE MANAGER<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cover alignfull wp-duotone-919c7a-ffffff-1\" style=\"padding-top:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60)\"><img loading=\"lazy\" decoding=\"async\" width=\"1036\" height=\"774\" class=\"wp-block-cover__image-background wp-image-4444 size-large\" alt=\"\" src=\"https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/2514-1920px-1036x774.jpg\" data-object-fit=\"cover\" srcset=\"https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/2514-1920px-1036x774.jpg 1036w, https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/2514-1920px-300x224.jpg 300w, https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/2514-1920px-768x574.jpg 768w, https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/2514-1920px-1536x1147.jpg 1536w, https:\/\/clartan.com\/en\/wp-content\/uploads\/sites\/10\/2026\/02\/2514-1920px.jpg 1920w\" sizes=\"(max-width: 1036px) 100vw, 1036px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-secondary-background-color has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading alignwide has-text-align-center has-2-xl-font-size\"><strong>A rigorous, selective and field-based approach guides our investment process<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-lg-font-size\">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.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-link-bordered\"><a class=\"wp-block-button__link has-white-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/clartan.com\/en\/private-wealth-management\/contact-our-team\/\">Contact our teams<\/a><\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background bottom-curved-border has-global-padding is-layout-constrained wp-container-core-group-is-layout-af9682e5 wp-block-group-is-layout-constrained\" style=\"background-color:#f7f2eb;padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<div class=\"wp-block-group alignwide is-vertical is-layout-flex wp-container-core-group-is-layout-98bb686d wp-block-group-is-layout-flex\">\n<div class=\"wp-block-group alignwide is-vertical is-layout-flex wp-container-core-group-is-layout-4b827052 wp-block-group-is-layout-flex\">\n<p class=\"has-sm-font-size\" style=\"letter-spacing:0.1em;text-transform:uppercase\">Case studies<\/p>\n\n\n\n<h2 class=\"wp-block-heading alignwide has-text-align-left has-2-xl-font-size\">Solutions tailored to each specific need<\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-flow wp-container-core-group-is-layout-a77db08e wp-block-group-is-layout-flow\">\n<p class=\"has-text-align-left\">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.<\/p>\n\n\n\n<p class=\"has-text-align-left\">A minimum investment of \u20ac100,000 is required, with a lower threshold of \u20ac10,000 for the Youth PEA (Equity Savings Plan).<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-query is-layout-flow wp-block-query-is-layout-flow\"><ul class=\"columns-3 wp-block-post-template is-layout-grid wp-container-core-post-template-is-layout-6d3fbd8f wp-block-post-template-is-layout-grid\"><li class=\"wp-block-post post-4122 post type-post status-publish format-standard hentry category-case-studies\">\n\n<div class=\"wp-block-group shadow-shadowsmall hover:shadow-shadowmedium transition-shadow active:shadow-inner has-white-background-color has-background is-vertical is-layout-flex wp-container-core-group-is-layout-fb01a20f wp-block-group-is-layout-flex\" style=\"border-radius:8px;min-height:100%;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-c35747d5 wp-block-group-is-layout-flex\"><div class=\"taxonomy-category article-cat text-xs prose-ul:list-none prose-ul:pl-0 prose-a:uppercase prose-a:tracking-widest prose-a:font-semibold prose-a:no-underline wp-block-post-terms\"><a href=\"https:\/\/clartan.com\/en\/category\/case-studies\/\" rel=\"tag\">Case Studies<\/a><\/div>\n\n<h3 class=\"my-0 wp-block-post-title has-xl-font-size\">Is investing \u20ac100,000 the right move for me?<\/h3><\/div>\n\n\n\n<div class=\"wp-block-group wp-block-button is-style-link-default has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-12dd3699 wp-block-group-is-layout-constrained\"><a class=\"wp-block-read-more has-sm-font-size\" href=\"https:\/\/clartan.com\/en\/case-studies\/jai-100-000-euros-a-investir-est-ce-une-bonne-idee\/\" target=\"_self\">Learn more<span class=\"screen-reader-text\">: Is investing \u20ac100,000 the right move for me?<\/span><\/a><\/div>\n<\/div>\n\n<\/li><li class=\"wp-block-post post-4120 post type-post status-publish format-standard hentry category-case-studies\">\n\n<div class=\"wp-block-group shadow-shadowsmall hover:shadow-shadowmedium transition-shadow active:shadow-inner has-white-background-color has-background is-vertical is-layout-flex wp-container-core-group-is-layout-fb01a20f wp-block-group-is-layout-flex\" style=\"border-radius:8px;min-height:100%;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-c35747d5 wp-block-group-is-layout-flex\"><div class=\"taxonomy-category article-cat text-xs prose-ul:list-none prose-ul:pl-0 prose-a:uppercase prose-a:tracking-widest prose-a:font-semibold prose-a:no-underline wp-block-post-terms\"><a href=\"https:\/\/clartan.com\/en\/category\/case-studies\/\" rel=\"tag\">Case Studies<\/a><\/div>\n\n<h3 class=\"my-0 wp-block-post-title has-xl-font-size\">Is the PEA Jeunes an accessible and profitable investment option?<\/h3><\/div>\n\n\n\n<div class=\"wp-block-group wp-block-button is-style-link-default has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-12dd3699 wp-block-group-is-layout-constrained\"><a class=\"wp-block-read-more has-sm-font-size\" href=\"https:\/\/clartan.com\/en\/case-studies\/un-pea-jeune-cest-accessible-et-rentable\/\" target=\"_self\">Learn more<span class=\"screen-reader-text\">: Is the PEA Jeunes an accessible and profitable investment option?<\/span><\/a><\/div>\n<\/div>\n\n<\/li><li class=\"wp-block-post post-4118 post type-post status-publish format-standard hentry category-case-studies\">\n\n<div class=\"wp-block-group shadow-shadowsmall hover:shadow-shadowmedium transition-shadow active:shadow-inner has-white-background-color has-background is-vertical is-layout-flex wp-container-core-group-is-layout-fb01a20f wp-block-group-is-layout-flex\" style=\"border-radius:8px;min-height:100%;padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-c35747d5 wp-block-group-is-layout-flex\"><div class=\"taxonomy-category article-cat text-xs prose-ul:list-none prose-ul:pl-0 prose-a:uppercase prose-a:tracking-widest prose-a:font-semibold prose-a:no-underline wp-block-post-terms\"><a href=\"https:\/\/clartan.com\/en\/category\/case-studies\/\" rel=\"tag\">Case Studies<\/a><\/div>\n\n<h3 class=\"my-0 wp-block-post-title has-xl-font-size\">Is the PERin a good fit for my retirement planning?<\/h3><\/div>\n\n\n\n<div class=\"wp-block-group wp-block-button is-style-link-default has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-12dd3699 wp-block-group-is-layout-constrained\"><a class=\"wp-block-read-more has-sm-font-size\" href=\"https:\/\/clartan.com\/en\/case-studies\/is-the-perin-a-good-fit-for-my-retirement-planning\/\" target=\"_self\">Learn more<span class=\"screen-reader-text\">: Is the PERin a good fit for my retirement planning?<\/span><\/a><\/div>\n<\/div>\n\n<\/li><\/ul><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-link-bordered\"><a class=\"wp-block-button__link has-secondary-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/clartan.com\/en\/case-studies\/\">See all case studies<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cover alignfull\" style=\"padding-top:var(--wp--preset--spacing--60);padding-bottom:var(--wp--preset--spacing--60)\"><img decoding=\"async\" class=\"wp-block-cover__image-background wp-image-10279 size-large\" alt=\"\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/petales-02-orange-1036x583.jpg\" data-object-fit=\"cover\"\/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-30 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(180deg,rgb(119,14,14) 0%,rgba(120,14,14,0.5) 100%)\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-2-xl-font-size\">Ongoing transparency<\/h2>\n\n\n\n<p class=\"has-text-align-center has-lg-font-size\">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.<\/p>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background bottom-curved-border has-global-padding is-layout-constrained wp-container-core-group-is-layout-af9682e5 wp-block-group-is-layout-constrained\" style=\"background-color:#f7f2eb;padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<div class=\"wp-block-cb-carousel-v2 alignwide cb-carousel-block cb-single-slide\" data-cb-slides-per-view=\"1\" data-cb-slides-per-group=\"1\" data-cb-space-between=\"15\" data-cb-speed=\"300\" data-cb-navigation=\"true\" data-cb-pagination=\"true\" data-cb-loop=\"true\" data-cb-breakpoints=\"{&quot;768&quot;:{&quot;slidesPerView&quot;:1,&quot;slidesPerGroup&quot;:1}}\"><div class=\"swiper\"><div class=\"cb-wrapper swiper-wrapper\">\n<div class=\"wp-block-cb-slide-v2 cb-slide swiper-slide\">\n<blockquote class=\"wp-block-quote has-text-align-center is-style-plain is-layout-flow wp-block-quote-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/icon-quote.svg\" alt=\"\" class=\"wp-image-10000\" style=\"width:90px\"\/><\/figure>\n\n\n\n<p class=\"has-literata-font-family has-lg-font-size\">&#8220;I have been a client for over 30 years and, throughout this time, I&#8217;ve consistently valued the professionalism of Clartan&#8217;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 \u201cwell-placed\u201d.&#8221;<\/p>\n<cite>P-Y N.<\/cite><\/blockquote>\n<\/div>\n\n\n\n<div class=\"wp-block-cb-slide-v2 cb-slide swiper-slide\">\n<blockquote class=\"wp-block-quote has-text-align-center is-style-plain is-layout-flow wp-block-quote-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/icon-quote.svg\" alt=\"\" class=\"wp-image-10000\" style=\"width:90px\"\/><\/figure>\n\n\n\n<p class=\"has-literata-font-family has-lg-font-size\"><em>&#8220;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.&#8221;<\/em><\/p>\n<cite>J-C R.<\/cite><\/blockquote>\n<\/div>\n\n\n\n<div class=\"wp-block-cb-slide-v2 cb-slide swiper-slide\">\n<blockquote class=\"wp-block-quote has-text-align-center is-style-plain is-layout-flow wp-block-quote-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/icon-quote.svg\" alt=\"\" class=\"wp-image-10000\" style=\"width:90px\"\/><\/figure>\n\n\n\n<p class=\"has-literata-font-family has-lg-font-size\"><em>&#8220;After years in wealth management, we chose CLARTAN&#8217;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.&#8221;<\/em><\/p>\n<cite>G&amp;S D.<\/cite><\/blockquote>\n<\/div>\n\n\n\n<div class=\"wp-block-cb-slide-v2 cb-slide swiper-slide\">\n<blockquote class=\"wp-block-quote has-text-align-center is-style-plain is-layout-flow wp-block-quote-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\">\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/icon-quote.svg\" alt=\"\" class=\"wp-image-10000\" style=\"width:90px\"\/><\/figure>\n\n\n\n<p class=\"has-literata-font-family has-lg-font-size\"><em>&#8220;For many years, I&#8217;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 &#8211; always tailored to my needs and explained with great clarity for a non-professional like me &#8211; are truly invaluable and reassuring. This provides me with genuine peace of mind, and I wholeheartedly recommend Clartan.&#8221;<\/em><\/p>\n<cite>B A.<\/cite><\/blockquote>\n<\/div>\n<\/div><\/div><div class=\"cb-pagination swiper-pagination\"><\/div><div class=\"cb-button-prev swiper-button-prev\"><\/div><div class=\"cb-button-next swiper-button-next\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-65e523f9 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" data-aos=\"fade-up\" data-aos-delay=\"100\" data-aos-duration=\"1000\">\n<div class=\"wp-block-group has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-417fbd60 wp-block-group-is-layout-flex\" style=\"border-bottom-right-radius:4em;background:linear-gradient(135deg,rgb(226,231,239) 0%,rgb(226,231,239) 100%);min-height:100%;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/icon-quote.svg\" alt=\"\" class=\"wp-image-10000\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-left has-literata-font-family\"><em>I wholeheartedly recommend Clartan for their support across generations, commitment to excellence, quality advice, and performance.<\/em><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-container-core-group-is-layout-a77db08e wp-block-group-is-layout-flow\" style=\"line-height:1.4\">\n<p class=\"has-literata-font-family has-base-font-size\">B. A.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" data-aos=\"fade-up\" data-aos-delay=\"200\" data-aos-duration=\"1000\">\n<div class=\"wp-block-group has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-417fbd60 wp-block-group-is-layout-flex\" style=\"border-bottom-right-radius:4em;background:linear-gradient(135deg,rgb(226,231,239) 0%,rgb(226,231,239) 100%);min-height:100%;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/icon-quote.svg\" alt=\"\" class=\"wp-image-10000\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-left has-literata-font-family\"><em>Availability, attentiveness, good advice, responsiveness, team stability, strong fund performance: the key words for placing one\u2019s trust.<\/em><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-container-core-group-is-layout-a77db08e wp-block-group-is-layout-flow\" style=\"line-height:1.4\">\n<p class=\"has-literata-font-family has-base-font-size\"><em><em>G. &amp; S. D.<\/em><\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" data-aos=\"fade-up\" data-aos-delay=\"300\" data-aos-duration=\"1000\">\n<div class=\"wp-block-group has-background is-vertical is-content-justification-left is-layout-flex wp-container-core-group-is-layout-417fbd60 wp-block-group-is-layout-flex\" style=\"border-bottom-right-radius:4em;background:linear-gradient(135deg,rgb(226,231,239) 0%,rgb(226,231,239) 100%);min-height:100%;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-fe9cc265 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/10\/icon-quote.svg\" alt=\"\" class=\"wp-image-10000\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-left has-literata-font-family\"><em>I am very satisfied with Clartan&#8217;s asset allocation and financial management, which have significantly contributed to the growth of my financial assets.<\/em><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-container-core-group-is-layout-a77db08e wp-block-group-is-layout-flow\" style=\"line-height:1.4\">\n<p class=\"has-literata-font-family has-base-font-size\"><em><em>J-C. R.<\/em><\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-sable-clair-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--50)\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-container-core-group-is-layout-c951c46d wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-2-xl-font-size\">FAQ<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn\" style=\"margin-top:0px;margin-bottom:16px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">What is the legal form of Clartan Associ\u00e9s?<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\">Clartan Associ\u00e9s is a Soci\u00e9t\u00e9 de Gestion de Portefeuille (SGP), approved the by Autorit\u00e9 des March\u00e9s Financiers (AMF) since 27 July 1990, under registration number GP-90095 (general registration).<\/p>\n\n\n\n<p class=\"has-lg-font-size\">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).<\/p>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn\" style=\"margin-top:0px;margin-bottom:16px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">Who owns Clartan Associ\u00e9s?<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\">The company is wholly-owned by active of former partners in Clartan Associ\u00e9s or their families; no shareholder owns more than 35% of capital.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn\" style=\"margin-top:0px;margin-bottom:16px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">What is a SICAV?<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\">A SICAV (Soci\u00e9t\u00e9 d\u2019Investissement \u00e0 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.<\/p>\n\n\n\n<p class=\"has-lg-font-size\">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.<\/p>\n\n\n\n<p class=\"has-lg-font-size\">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.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"custom-css-block\"><style>#aab_accordion_2e27ac91_0 {  }<\/style><\/div><div class=\"wp-block-aab-accordion-block aab__accordion_container  accessibilityOn\" style=\"margin-top:0px;margin-bottom:16px;border-top:none;border-right:none;border-bottom:none;border-left:none\" id=\"aab_accordion_2e27ac91_0\" role=\"button\" aria-expanded=\"false\" tabindex=\"0\"><div class=\"aab__accordion_head aab_right_icon \" style=\"background-color:#bdb7b700;border-top:0px none undefined;border-right:0px undefined undefined;border-bottom:0px undefined undefined;border-left:0px undefined undefined\"><div class=\"aab__accordion_heading aab_right_icon aab_right_link\"><div class=\"head_content_wrapper\"><div class=\"title_wrapper\"><h3 class=\"aab__accordion_title\" style=\"margin:0\">Why a Luxembourg SICAV?<\/h3><\/div><\/div><\/div><div class=\"aab__accordion_icon\" style=\"border:0px none undefined\"><span class=\"aab__icon dashicons dashicons-plus-alt2\" style=\"font-size:23px\"><\/span><\/div><\/div><div class=\"aab__accordion_body  \" role=\"region\" style=\"display:none;background-color:#ffffff00;border-top:none;border-right:none;border-bottom:none;border-left:none\"><div class=\"aab__accordion_component\">\n<p class=\"has-lg-font-size\">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.<\/p>\n\n\n\n<p class=\"has-lg-font-size\">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.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background is-style-wide\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-link-bordered\"><a class=\"wp-block-button__link has-secondary-color has-text-color has-link-color wp-element-button\" href=\"https:\/\/clartan.com\/en\/private-wealth-management\/private-management-faqs\/\">See all frequently asked questions<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>For forty years, Clartan Associ\u00e9s has been assisting its private clients, families and foundations with the discretionary management of their capital.<\/p>\n","protected":false},"author":2,"featured_media":4279,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-75","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Private wealth management - Clartan Associ\u00e9s<\/title>\n<meta name=\"description\" content=\"For forty years, Clartan Associ\u00e9s has been assisting its private clients, families and foundations with the discretionary management of their capital.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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