Delegated management
Create a partnership that will give you access to more than 35 years of expertise.
Our offer
A service offered to manage the capital entrusted by your clients, delegated management is suitable for our financial adviser and Family Office partners and is carried out through a selection of in-house or external funds.
This solution takes the form of a tripartite relationship between:
- The partner;
- The final client;
- Clartan Associés.
The solution is offered through traditional instruments:
- Life assurance contracts ;
- Luxembourg-registered Internal Dedicated Funds (IDF) ;
- Bank accounts.
A partnership approach
This collaboration is built on a jointly-defined specification, which defines an investment strategy adapted to your client’s investment goals.
The partnership includes the supply of regular information on portfolio management and direct access to a financial manager, with regular updates for your client.
Contact
We are at your disposal if you want to ask us a question or find out more about our solutions.