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
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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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