L'Invité de la Rédaction
Journal du matin du 22/3/2016 Interview de Olivier Ferrari
CONINCO's response to SRI management
Démystifier la Microfinance
Savoir afin de Pouvoir
Livre de Clara Messier et Olivier Ferrari
L’important défi des années à venir
Accéder aux média de CONINCO
A LASTING AND ONGOING RELATIONSHIP BASED ON CONFIDENCE AND TRUST
We offer you a unique vision which is the legacy of a long tradition of private wealth management coupled with solid experience in institutional management. CONINCO’s knowledge and know-how take into account your needs and expectations in respect to the sustainability and development of your assets.
The LPP concept of CONINCO Explorers in finance, La Performance Prévoyante (Long-term Pension Plan Performance), offers institutional investors the opportunity to have a unique portfolio of methodologies which allows them to keep careful control over the investment strategy planning cycle, management of assets, monitoring of investments, follow-up activities and overseeing progress made by the company’s professional pension plan scheme.[more]
Responsible Investment Solutions
Since 31 December 2012, our company has been approved by the FINMA, the Swiss Financial Market Supervisory Authority, as Authorised asset manager of collective investments, pursuant to Articles 13 et seq. of the Collective Investment Schemes Act, CISA (LPCC).
Our approach is to allocate assets to management which applies either active or passive methods in line with a carefully pre-defined style, philosophy and criteria. To this end we have developed a precise selection and allocation process which is based on our unique approach of diversification of methods and management style.[more]
Private management is the consequence of and not the need to generate new wealth. Mastering an investment profile allows us to define a personalized strategy which will ensure the safeguard and enhancement of your wealth while respecting your personal requirements. Our approach is to select and apply certain investment solutions in order to manage assets in line with a precise style, philosophy and methodology.[more]
CONINCO Explorers in finance SA received ISO 9001:2008 certification in February 2005 (most recent update granted in June 2014) for the companies’ financial and advisory services. The ISO certified services include: management monitoring; follow-up and surveillance; allocation of assets and wealth management; qualification and allocation of managers; management of investment funds of the type funds of funds.
Another certification, ISO 14001:2004, was granted in June 2011 (most recent update granted in June 2014) for financial advisory services: administrative activities linked to the provision of a variety of services and for socially responsible wealth management; the creation and promotion of socially responsible investment funds of the type funds of funds; the qualification and allocation of investment managers; administrative activities linked to the provision of a variety of services.
ISO certifications in 2008 and 2011 reflect CONINCO’s commitment to its clients and the companies’ firm intention to provide ongoing improvement of the quality of the services they offer.