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.


founded in

1 Md

euros under management


managed funds

Responsible investment

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

Latest news

  • June 2024

    The main stock markets had contrasting performances in June. The EuroStoxx 600 fell by -1.2% while the S&P 500 and the Nasdaq rose by 3.5% and 6.2% respectively between May 31 and June 28.

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  • May 2024

    After a lackluster April, the main stock markets resumed their upward trend in May. The EuroStoxx 600, the S&P 500 and the Nasdaq respectively increased by 3.3%, 4.8% and 6.3% between April 30 and May 31. Since its low point in October 2023, the European stock market (Stoxx Europe 600) has risen by about 24%,…

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  • REPLAY 07/07/2022 : Mid-Year investment review – Clartan Valeurs

    We invite you to watch or re-watch our latest webinar.

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