Professional investor services
We have provided solutions to our professional investment partners (institutions, banks, family offices and partner Independent Financial Advisers) for more than 20 years.
A demanding partnership
Professional investors set high standards, which we have met for more than two decades through the funds in our SICAV, our multimanager offering and our bespoke solutions.
Their requirements for real-time information and transparency correspond to our fundamental values and beliefs. This shared approach allows the right decisions to be taken on the basis of all the relevant information.
Four management types
We offer our professional investor client base four solutions :
Equity management is offered through the six compartments of the Clartan SICAV
Our asset allocations and selection of funds have been tried and tested over a long period.
Create your mandate or dedicated fund with a specialist in wealth management.
Create a partnership that will give you access to more than 35 years of expertise.
What you can expect from us
We offer our professional investors the following information and reporting
Commercial support for our B2B partners
Reporting and portfolio allocation reports
- Monthly reporting
- Quarterly reporting
Quarterly management information
- Participate in webinars
- Watch past webinars
- Solvency II reporting
- VAG reporting (Germany)
- EMT templates (European MIFID models)
- PRIIP templates (Packaged Retail Investment and Insurance Products)