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, Marc Effgen and Jean-Philippe Roguet.

Our business there is twofold:

  • Distribution in Switzerland of SICAV Clartan subfunds Clartan Valeurs, Clartan Patrimoine, Clartan Europe, Clartan Evolution and Clartan Ethos ESG Europe Small & Mid Cap to qualified investors.

SICAV Clartan is represented by Carnegie Fund Services SA in Geneva.

  • Management of discretionary mandates, following affiliation to SO-FIT 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 info.ch@clartan.com.


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.