Clay Asset Management originally specialized in discretionary management for private investors whose financial assets are deposited in France or Luxembourg, thanks to the freedom to provide services in these countries.
The discretionary management offering was subsequently enhanced by a range of investment funds managed by recognized experts specializing in their fields.
Our global approach, the research and implementation of tailor-made solutions, and the choice of management that preserves entrusted assets are criteria that meet the expectations of our clientele, which today consists mainly of entrepreneurs and families.
Today, Clay Asset Management also caters to Wealth Management Advisors and institutional clients wishing to delegate the management of financial assets entrusted to them by their most important clients.
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Clay Asset Management is registered with ORIAS in the following categories: COA. This means the company is able to operate in the following areas: COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation
Clay Asset Management therefore has an identifiable operating framework through its ORIAS registrations. This information helps to better understand the areas in which this professional can support its clients.
