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. The main event of the month for the European stock market was the surprise dissolution of the National Assembly by the…

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

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

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  • 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.

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