A European capital management group

Clartan Associés has offices in Paris, Bonn and Lausanne. It offers its management services in six European countries. 32 employees, of 7 nationalities, contribute to the company’s development.

A single objective: capital growth over the long term

Since 1986 Clartan Associés has offered its capital management expertise to individuals, families and charities. An offer focused on understandable, well-recognised financial instruments. A mission of advice and support over the long term.

Our offer

Bespoke management of your portfolio

Our strengths

The permanence of our human capital

Contact us

Your questions answered

Independence, a collegiate and long-term approach

Our independence is expressed in our investment choices and in the management of our company.

Our model is based on a collegiate approach, that is to say on a rational, objective strategy.

Long-term : the quality of our management can be judged over a long period.

1986

founded in

1 Md

euros under management

6

managed funds

Responsible investment

Our Quality & Value investment philosophy incorporates extra-financial considerations.

Latest news

  • March 2024

    The main equity markets made further progress in March. The EuroStoxx 600, the S&P 500 and the Nasdaq gained 4 %, 3.2 % and 1.9 % respectively between 29 February and 28 March. In March, the equity indices continued their calm but determined march towards the top. Most of the investors we talk to are surprised by this…

    Read more

  • The team at Clartan Associés wishes you a very happy new year

    The team at Clartan Associés wishes you a very happy new year

    Read more

  • The Clartan-Ethos Fund celebrates its 3rd anniversary with the SRI Label

    Launched in September 2020, the “Clartan Ethos ESG Europe Small & Mid Cap” fund has been awarded the Socially Responsible Investment (SRI) Label by an independent committee, a reference in the field of sustainable investment.

    Read more

Subscribe to our Monthly report

If you wish to receive our monthly report in your mailbox, please subscribe here.