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DirectoryFinance & InsuranceExternal Asset ManagementLausanneClartan Associés Suisse Sàrl
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Clartan Associés Suisse Sàrl

Summary

About the company

The company's core activity is wealth management and investment advice for private and institutional clients, including the evaluation and monitoring of companies, the management of financial assets and the provision of services in the field of financial analysis and risk management.

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Industry:External Asset Management
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Independent wealth management
Independent wealth management for 40 years, with a collegial management style, long-term capital growth and the care of clients' assets in Europe.
Clartan SICAV
Clartan SICAV with six sub-funds, differentiated performance and volatility profiles, and equity management through the in-house fund structure.
In-house funds
Funds Clartan Patrimoine, Clartan Flexible, Clartan Valeurs, Clartan Europe and Clartan Ethos ESG Europe Small et Mid Cap in class C.
Delegated asset management
Management of funds entrusted by clients for independent investment advisors and family offices using in-house or external funds.
Responsible investing
Exclusion, selection and active engagement, with ESG analysis, proxy voting and dialogue with companies; collaboration with Ethos.

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Location

Avenue Mon-Repos 14
1005 Lausanne

At a glance

Legal form
Limited Liability Company
UID
CHE-189.944.392
Founded
2014 · 12 years
Last commercial register change
July 31, 2023
Employees
21 to 50

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