{"id":10291,"date":"2025-11-26T14:23:17","date_gmt":"2025-11-26T13:23:17","guid":{"rendered":"https:\/\/new.clartan.com\/fr\/?p=10291"},"modified":"2026-02-05T17:43:42","modified_gmt":"2026-02-05T16:43:42","slug":"changer-de-gestionnaire-financier-rejoindre-clartan","status":"publish","type":"post","link":"https:\/\/clartan.com\/fr\/cas-pratiques\/changer-de-gestionnaire-financier-rejoindre-clartan\/","title":{"rendered":"Insatisfait de mon gestionnaire financier, puis-je changer et rejoindre Clartan?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">La r\u00e9glementation vous permet \u00e0 tout moment de changer le gestionnaire financier de vos comptes ou contrats. Compte-titres, PEA, PERin, Assurance-vie sont transf\u00e9rables sans perte d\u2019ant\u00e9riorit\u00e9 fiscale (aucun frottement fiscal). Cette solution vous permet d\u2019avoir un seul interlocuteur pour l\u2019ensemble de vos placements financiers et de recevoir une consolidation de patrimoine financier tous les trimestres. Cette consolidation vous garantit \u00e9galement une coh\u00e9rence dans l\u2019allocation, une diversification de vos risques et une prise en compte de vos objectifs court, moyen et long terme.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Chez Clartan, la\u00a0stabilit\u00e9 des \u00e9quipes vous permet de conserver votre interlocuteur <a href=\"https:\/\/clartan.com\/fr\/gestion-privee\/\" type=\"page\" id=\"10122\">G\u00e9rant Priv\u00e9<\/a> tout au long de votre relation. L\u2019\u00e9quipe Gestion assure le suivi de vos op\u00e9rations au quotidien. La gamme de fonds de Clartan permet d\u2019effectuer une allocation qui r\u00e9pond aux objectifs des clients : diversification, temps et risques.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Clartan dispose de nombreux partenaires banques et compagnies d\u2019assurance en France et au Luxembourg (par exemple, AXA, AG2R, Swisslife, BDL, La Mondiale Europartner, Allianz,\u2026).&nbsp;<\/p>\n\n\n\n<p class=\"has-white-background-color has-background wp-block-paragraph\">Vous souhaitez en savoir plus, n\u2019h\u00e9sitez pas \u00e0 nous contacter :&nbsp;<a href=\"mailto:gestionprivee@clartan.com\" target=\"_blank\" rel=\"noreferrer noopener\">gestionprivee@clartan.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>La r\u00e9glementation vous permet \u00e0 tout moment de changer le gestionnaire financier de vos comptes ou contrats. Compte-titres, PEA, PERin, Assurance-vie sont transf\u00e9rables sans perte d\u2019ant\u00e9riorit\u00e9 fiscale (aucun frottement fiscal). Cette solution vous permet d\u2019avoir un seul interlocuteur pour l\u2019ensemble de vos placements financiers et de recevoir une consolidation de patrimoine financier tous les trimestres. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[37],"tags":[],"class_list":["post-10291","post","type-post","status-publish","format-standard","hentry","category-cas-pratiques"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Insatisfait de mon gestionnaire financier, puis-je changer et rejoindre Clartan? - Clartan Associ\u00e9s<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clartan.com\/fr\/cas-pratiques\/changer-de-gestionnaire-financier-rejoindre-clartan\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Insatisfait de mon gestionnaire financier, puis-je changer et rejoindre Clartan?\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clartan.com\/fr\/cas-pratiques\/changer-de-gestionnaire-financier-rejoindre-clartan\/\" \/>\n<meta property=\"og:site_name\" content=\"Clartan Associ\u00e9s FR\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-26T13:23:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-05T16:43:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2026\/02\/clartan-associes.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"aaccary\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/cas-pratiques\\\/changer-de-gestionnaire-financier-rejoindre-clartan\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/cas-pratiques\\\/changer-de-gestionnaire-financier-rejoindre-clartan\\\/\"},\"author\":{\"name\":\"aaccary\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#\\\/schema\\\/person\\\/de05ecfc1c8da5c743e0c0fede617758\"},\"headline\":\"Insatisfait de mon gestionnaire financier, puis-je changer et rejoindre Clartan?\",\"datePublished\":\"2025-11-26T13:23:17+00:00\",\"dateModified\":\"2026-02-05T16:43:42+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/cas-pratiques\\\/changer-de-gestionnaire-financier-rejoindre-clartan\\\/\"},\"wordCount\":196,\"publisher\":{\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/#organization\"},\"articleSection\":[\"Cas pratiques\"],\"inLanguage\":\"fr-FR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/clartan.com\\\/fr\\\/cas-pratiques\\\/changer-de-gestionnaire-financier-rejoindre-clartan\\\/\",\"url\":\"https:\\\/\\\/clartan.com\\\/fr\\\/cas-pratiques\\\/changer-de-gestionnaire-financier-rejoindre-clartan\\\/\",\"name\":\"Insatisfait de mon gestionnaire financier, puis-je changer et rejoindre Clartan? 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