Our background

Created in 2011 at the initiative of Cyril Bergé, Clay Asset Management is the fruit of his experience and his findings after years spent working for Private Banking leaders.

“Despite the high quality of the institutions in which I was able to learn and work, I felt that some clients were seeking, for part of the management of their financial assets, a service that was more dedicated to them, to their needs, their reality and that was able to tend towards a tailor-made accompaniment almost “artisanal” while remaining ultraprofessional.

Independence, transparency, ease of access and modernity have also seemed essential to me in the context of a long lasting relationship based on trust and operational excellence.

Convinced of the relevance of the offer of “small boutiques” though regulated as “big ones”, I wanted to develop, from a blank sheet and for this wealthy clientele that I got to know over the last 15 years, a service complementary to that offered by specialized banking institutions.

With great success and a growing team of partners and employees, Clay Asset Management still applies its founding principles. We always claim a transparent, tailor-made offer, guided by the real needs of our customers, validated by our expertise and supported by complete independence and total freedom. ”

Founding President of Clay Asset Management