«automaticly translated from french»
The accredited professional association of CGP and CIF celebrates its 20 years of existence this year. The opportunity to measure the evolution of its role in the face of the challenges of regulation, digitalization and competition.
Since its creation in 2005, CNCEF PATRIMOINE has established itself as a major player in the representation and promotion of the profession, bringing together experts committed to personalized support and the defense of the interests of their clients.
Born within the CNCEF Group, itself active since 1957, it was quickly joined by four other associations of insurance, credit, investment real estate and mergers and acquisitions professionals.
During these two decades, CNCEF PATRIMOINE has evolved with economic and regulatory changes, while maintaining a high level of requirement in terms of support and training of its members. With a team of 18 permanents, it organized and facilitated the steps of compliance with French and European regulations to allow them to devote themselves to their core business.
CNCEF PATRIMOINE has deployed a comprehensive program of mandatory training, but also to acquire new skills to give CIF CGPs the means to expand their expertise and approach the transformation of their business in a universe competing with banks, robo-advisors or fintech.
The association today plays a key role in the promotion of the profession, the promotion of good practices and the representation of its CGP CIF members, but also institutional CIF, to public authorities and guardianship authorities.
Its ambition is to restore readability to a complex profession, located at the crossroads of legal, fiscal, patrimonial and regulatory issues.
To mark this anniversary, CNCEF PATRIMOINE brought together its members and partners at a ceremony to celebrate past successes and shape the future. In a context where the profession is seducing and where the installation of new professionals is intensifying, it has wanted to reward the loyalty of its historical members with a trophy presentation.
“Celebrating our 20 years is above all to pay tribute to the visionary intuition of all those who have contributed to building a strong and committed community, serving trust and expertise in heritage and financial advice,” said Pascale Gloser, President of CNCEF PATRIMOINE. “We are proud of our journey and committed to continuing to support our members in the face of economic, competitive and regulatory challenges. Investment and wealth management consulting has bright days ahead of it. Faced with the complexity and general digitalization of services, its market share is developing, acting as well as listening, pedagogy and proximity remain more essential than ever and acclaimed by the French who want to invest. »
About CNCEF France M&A
CNCEF PATRIMOINE is a professional association created in 2005 that represents the diversity of the professions of the Financial Investments Consulting: CGP, CIF Institutional, Family Office.
It has 2000 members (cabinets and networks). Its mission is to represent, accompany, enhance and train the profession and to influence the issues of its regulation in the public debate.
CNCEF PATRIMOINE is a member of the CNCEF Group, which brings together liberal professionals in the fields of investment and wealth, insurance, credit, investment real estate and business development.
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