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 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.