Home The company Workstyle Where are we in Europe ? Team Our offer Private wealth management Professional investors solutions Frequently Asked Questions Funds Clartan Patrimoine Clartan Evolution Clartan Valeurs Clartan Europe Clartan Multimanagers Balanced News Clartan news Press Events EN FR DE PRIVATE SPACE Home The company Workstyle Workstyle Reliability of our capital management is ensured in the long term by a field approach, the strict application of our know-how and the fact that its implementation is collegial. Proximity Originally devoted solely to investment management for private clients, Clartan Associés has built long-lasting, trusting relationships. Each investment manager ensures: the commercial relationship, in direct contact with his or her clients; a contribution to the implementation of the management approach; functional responsibility within the company. Each client, whether an individual or institutional investor, enjoys the services of a dedicated administrative team. Fieldwork The management of the capital entrusted to us is based on a long-term process of getting to know companies and their people. In the area of stock selection, we meet more than 150 companies each year, or nearly one a day. These meetings are with management teams, but also others involved in the value chain: clients, suppliers and competitors. Our expertise dates back to 1986. For fund selection, we cross-check our in-house analyses of performance and risk against those of external managers. Our expertise here dates back to 2000. A collegiate approach The collegiate approach is based on attachment to shared vision and values. Functions are grouped into divisions bringing together partners and employees to ensure that everyone is involved in decision-making. This model is based on individual talents and encourages their development. The investment of managers in the company’s capital, and performance-related payments to employees, ensure their long term commitment. This ensures that their interests are aligned with those of their clients over the long term. "We base the quality of our fund management on the collegial organisation of our company." News 05/20/2020 A new partnership between Clartan Associés and Morningstar 05/15/2020 The Rouvier Sicav funds will be renamed Clartan 03/17/2020 Covid-19 epidemic: emergency measures at Clartan Associés MORE NEWS Contact us * Required fields You are - None - Private Bank IFA Broker Consultant Family Office Institutional investor Journalist Multi-manager Private investor Corporate / Society Fund manager Other Firstname * Lastname * Company name Email * Phone Your question * SUBMIT Company Workstyle Where are we in Europe ? Team Our products & services Private wealth management Professional investors solutions Funds Clartan Patrimoine Clartan Evolution Clartan Valeurs Clartan Europe Clartan Multimanagers Balanced News REGULATORY INFORMATION LEGAL NOTICES CONTACT US We use cookies on this site to enhance your user experienceBy clicking any link on this page you are giving your consent for us to set cookies. No, give me more info OK, I AGREE The www.clartan.com website is the only official website of Clartan Associés SAS and its purpose is to provide a general presentation of the company and its products and services. The website is for information only and the information contained in it does not in any way constitute advice, an offer or a solicitation to sell financial services or instruments. The products and services presented may not be authorised or registered in all countries or accessible to all users. Persons accessing this website must therefore first ensure that they are legally authorised to use it. They have sole responsibility for complying with regulations in their jurisdiction of residence or nationality, and for assessing the risks in relation thereto. Swiss investors in particular should note only qualified investors within the meaning of the Swiss Federal Collective Investment Schemes Act are eligible to SICAV Clartan subfunds (excluding the Clartan Multimanagers Balanced subfund – which is not currently authorised for sale in Switzerland) distributed in Switzerland by the Clartan Associés Suisse SàRL subsidiary. Those investors, and no others, are invited to visit the Swiss page of this website. Personal Data Protection Policy Clartan Associés may use personal data of data subjects in part or in full in order to offer products and services in compliance with its operating standards. Clartan Associés commits to retaining collected personal data for the appropriate length of time, complying with its legal obligations and taking all relevant security measures in order to protect personal data against any breach. For further details, please refer to our Personal Data Protection Policy, available in the Regulatory Information section of our website. I confirm that I have read the terms and conditions of use of the www.clartan.com. I confirm Exit