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

  • August 2023

    The main equity markets fell by almost 5% during the month before recovering. The EuroStoxx 600, the S&P 500 and the Nasdaq fell by -2.54%, -0.24% and -0.65% respectively in August. So, after a very respectable performance since the start of the year, the equity markets ended up worrying about the situation in China, which…

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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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  • Invitation WEBINAR – 25 January 2022

    Webinar Clartan Valeurs : toward a new market dynamic ? Tuesday 25 January 2022 – 5:00 p.m. (GMT +1) Webinar Clartan Valeurs : toward a new market dynamic ? Hosted by Nicolas Descoqs, fund manager This webinar will be held in English. Register to attend live or to receive the replay REGISTER Delphine SELLIERevents@clartan.com

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