Switzerland is one of the main international markets for wealth management, with a share of around 25% of the world market.
Clartan Associés has been established there since 2014 through its subsidiary Clartan Associés Suisse, run by managers Nicolas Jordan and Philippe Lang, Marc Effgen, managing Director, and Jean-Philippe Roguet, in charge of private clients.
Our business there is twofold:
- Distribution in Switzerland of SICAV Clartan subfunds Clartan Valeurs, Clartan Patrimoine, Clartan Europe and Clartan Evolution to qualified investors.
SICAV Clartan is represented by Carnegie Fund Services SA in Geneva.
- Management of discretionary mandates, following affiliation to OAR-G on 30th October 2017
How to subscribe in Switzerland
If you are a qualified investor within the meaning of article 10 paragraph 3 of federal law on collective investment schemes (“loi fédérale sur les placements collectifs de capitaux – LPCC“) or under article 6 paragraph 2 of ordinance on collective investment schemes (“ordonnance sur les placements collectifs de capitaux – OPCC“), you may call us on +41 (0) 21 320 90 24 or email us at firstname.lastname@example.org.
Get the documentation
All of the regulatory and commercial documentation is available in French and German through our representative in Switzerland, Carnegie Fund Services S.A. (www.carnegie-fund-services.ch).
Find out more
Apart from the fact that this base gives access to a large pool of savings, it provides the company with many contacts with a view to investment in first rate companies.
Clartan Associés is present in Germany via its branch in Bonn.