Private wealth management
Clartan Associés has been built on the trust placed in us by our private clients for more than 35 years.
A single objective: capital growth over the long term
Since the company was founded, we have offered our individual clients, families and foundations discretionary capital management services.
Our only goal has been to grow the financial savings entrusted to us over the long term, using simple and reliable investment solutions.
1986
Creation of the company
12
Employees dedicated to Private wealth Management
6
Clartan investment funds
> 1000
Private clients
11
Analyst-managers
> €1 Bn
Assets under Management
Bespoke management of your portfolio
We will work alongside you to build an investment strategy that meets the goals for your savings that you have expressed to us.
Our team is here for the long term
We will work alongside you to build an investment strategy that meets the goals for your savings that you have expressed to us.