Ofi Invest
Ofi Invest is the Paris-headquartered asset management arm of Aéma Groupe, France's 4th largest asset manager with €211.3 billion AUM, integrating listed, non-listed and real estate strategies across five subsidiaries serving institutional and retail investors.
- Company typePrivate
- Founded2022
- HeadquartersParis, France
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
What Ofi Invest does
Ofi Invest is a Paris-headquartered asset management group founded in 2022 as the unified asset management pole of Aéma Groupe, a French mutualist protection conglomerate (Macif, Abeille Assurances, AÉSIO mutuelle). The group operated €211.3 billion of assets under management and advisory at end-December 2025, making it the 4th largest French asset manager following AXA IM's integration into BNP Paribas on July 1, 2025. The platform is organized into five wholly-owned subsidiaries: Ofi Invest Asset Management (€188.2bn in listed assets), Syncicap Asset Management (Hong Kong-based emerging-market strategies), SWEN Capital Partners (private equity, infrastructure, impact, private debt, fully consolidated in October 2025 after the Crédit Mutuel Arkéa stake purchase), Zencap Asset Management (European private debt), and Ofi Invest Real Estate (€10.2bn in gross assets across 220 properties in 7 European countries). Approximately 697-722 employees across 27 nationalities serve institutional clients (pension funds, insurers, large corporates) and retail savers through direct sales and partner distribution networks in France and internationally.
The group monetizes primarily through recurring asset management fees on the AUM it manages, with additional revenue from real estate property management, fund management, and transaction-based fees on its €10.2bn real estate book. Pricing is bespoke and not publicly disclosed, negotiated by client type and mandate. Distribution combines direct institutional sales with retail channels routed through banking networks, financial advisors, and insurance distributors anchored within Aéma Groupe. All subsidiaries operate under EU asset management regulation, and the group's differentiating positioning is its 25-year responsible investment heritage, evidenced by participation in initiatives such as the Finance for Biodiversity Foundation's FABRIC programme. Technology is described in generic terms as an "asset management platform" with no proprietary AI/ML, APIs, or SDKs disclosed.
Ofi Invest firmographics
Firmographics- Name
- Ofi Invest
- Legal name
- Ofi Invest, Société Anonyme à Conseil d'Administration
- Website
- https://ofi-invest.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Ofi Invest is the Paris-headquartered asset management arm of Aéma Groupe, France's 4th largest asset manager with €211.3 billion AUM, integrating listed, non-listed and real estate strategies across five subsidiaries serving institutional and retail investors.
- Ownership category
- akta.pro rank
Ofi Invest industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)
- akta.pro secondary industries
- Large-Cap Equity (Active) (FSAAAIAA), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)
Keywords
Where Ofi Invest is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
Ofi Invest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Asset Management Fees: Ofi Invest generates revenue through asset management fees charged on assets under management across its multiple subsidiaries including Ofi Invest Asset Management, Ofi Invest Real Estate, Zencap AM, and SWEN Capital Partners.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Ofi Invest product offering
Product offeringCore offering
Ofi Invest is a French asset management group that integrates listed (liquid) asset management, non-listed (private equity, infrastructure, private debt, impact) asset management, and real estate asset management under a multi-brand platform. It manages €211.3 billion in assets under management and advisory (end-December 2025) across subsidiaries including Ofi Invest Asset Management, Ofi Invest Real Estate, Syncicap AM, Zencap AM, and SWEN Capital Partners, serving institutional investors and retail savers in France and internationally through direct sales and distribution partners.
Product overview
Ofi Invest is a French asset management group (4th largest in France with €211 billion in assets under management as of end-December 2025) operating as a unified platform of complementary specialized subsidiaries. The group integrates liquid asset management (Ofi Invest Asset Management with €188bn AUM, and Syncicap AM focused on emerging markets from Hong Kong), non-listed assets (SWEN Capital Partners for private equity/infrastructure/impact investing, and Zencap AM for European private debt), and real estate management (Ofi Invest Real Estate with €10.2bn across 220 assets in 7 European countries). This multi-brand structure serves institutional and retail investors through networks and distribution partners in France and internationally, united by responsible investment expertise and integration within Aéma Groupe.
Differentiator
Problem solved
Functional benefit
Brands
- Ofi Invest AM: Listed asset management offering wide range of collective and bespoke investment solutions covering various asset classes and themes
- Syncicap AM
- SWEN Capital Partners
- Zencap AM
- Ofi Invest Real Estate
Products and services
- Ofi Invest Asset Management Listed asset management division offering a wide range of collective and bespoke investment solutions covering various asset classes and themes, serving institutional and individual investors through networks and distribution partners in France and internationally. Manages more than €188 billion in assets as of end-December 2025.
- Syncicap Asset Management Asset management and distribution company based in Hong Kong providing privileged access to investment strategies in liquid assets on emerging markets, with dedicated research expertise focused on Asian companies.
- SWEN Capital Partners Major European responsible investment promoter in non-listed assets (private equity, infrastructure, impact, private debt), focusing on themes such as ocean biodiversity regeneration, soil biodiversity restoration, decarbonization, and addressing social and healthcare needs.
- Zencap Asset Management Among Europe's pioneers in financing the real economy via private debt, offering a comprehensive range of European private debt solutions covering corporate, real estate, and infrastructure debt while ensuring sustainability considerations are addressed.
- Ofi Invest Real Estate Real estate management arm covering the full value chain including fund management, investment, property development, asset and property management. Manages total gross assets of €10.2 billion across 7 European countries and 220 real estate assets as of end-December 2025, with a sustainable and responsible approach integrating ESG criteria.
Quantifiable outcome
- €211.3 billion in assets under management as of end-December 2025
- +1 more outcomes
Companies that use Ofi Invest
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Ofi Invest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Ofi Invest partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor and core.
- Undisclosed BuyerminorOfi Invest Real Estate, acting on behalf of one of its mandates, completed an off-market transaction selling the property at 48-50 rue de la Victoire, Paris 9th (Le Titien), described as a three-figure transaction. The buyer was not disclosed.
- FreshfieldsminorOfi Invest Real Estate, acting on behalf of a client, secured a 13-year lease renewal with international law firm Freshfields for the Strawinskylaan 10 building in Amsterdam's business district. This represents ongoing relationship management with an existing tenant.
- Crédit Mutuel ArkéacoreOfi Invest acquired Crédit Mutuel Arkéa's stake in SWEN Capital Partners, strengthening its position in non-listed asset management. SWEN Capital Partners is a major European player in responsible investment in private equity, infrastructure, impact, and private debt.
- Aéma GroupecoreOfi Invest is the sole asset management entity within Aéma Groupe, a mutualist protection group that includes Macif, Abeille Assurances, and AÉSIO mutuelle. Aéma Groupe generated revenues of €16.1 billion in 2024 and supports more than 12.1 million insured persons.
- Finance for Biodiversity FoundationminorOfi Invest participates in the FABRIC programme, a three-year investor engagement programme targeting textiles and apparel sector impacts on nature, launched by the Finance for Biodiversity Foundation in autumn 2024 with 16 investors engaging 16 global clothing brands.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Ofi Invest competitors and assessment
Company assessmentDirect peers
- Tikehau Capital: Paris-listed alternative asset manager covering private debt, private equity, real estate, and capital markets strategies. Direct peer for SWEN Capital Partners and Zencap AM on European private debt and non-listed impact investing.
- Candriam: Belgian asset manager with a strong sustainable and responsible investment franchise serving European institutional clients. Directly comparable on ESG-led multi-asset and equity capabilities and a competing European continental-AM business model.
- LBPAM (La Banque Postale Asset Management): French asset manager within La Banque Postale group with strong ESG and SRI heritage. Direct peer on French responsible investment strategies and retail/institutional distribution via a partner-banking network model similar to Ofi's Aéma linkage.
- Natixis Investment Managers: A major French asset manager with both listed and non-listed capabilities distributed through affiliate brands. Direct competitor for French institutional mandates and the established top-3 French AM group alongside Amundi and BNP Paribas AM.
- BNP Paribas Asset Management: Includes the recently integrated AXA IM business, making BNP Paribas AM the #2 French AM group. Directly competes across multi-asset, equity, fixed income, and private assets, and its expanded scale post-AXA IM reshapes Ofi Invest's competitive set.
- Edmond de Rothschild Asset Management: European asset manager with comparable scale, multi-asset and private debt capabilities, and a wealth-management-adjacent distribution model. Direct peer for European institutional and private-banking asset management mandates.
- Amundi: Europe's largest asset manager and the clear #1 French player. Amundi is directly comparable on multi-asset institutional and retail distribution, listed-asset management scale, and ESG/thematic strategies — Ofi Invest competes head-to-head for French institutional mandates and retail savings products.
- Mirova: Subsidiary of Natixis IM and a recognized French leader in responsible investment across listed and non-listed assets. Highly comparable on sustainable investing themes (biodiversity, energy transition) that overlap with Ofi Invest's ESG positioning.
Broad incumbents
- BlackRock: World's largest asset manager with comparable listed-asset, multi-asset, and increasingly private-market capabilities. Competes for the largest French institutional mandates and sets pricing pressure across European asset management, even where Ofi is shielded by its mutualist distribution.
Regional players
- Swiss Life Asset Managers: European asset manager owned within an insurance group model similar to Aéma Groupe. Operates across real estate, infrastructure, and securities, and competes for European institutional mandates; meaningful overlap with Ofi Invest's insurance-parent-sponsored model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Ofi Invest social profiles
Digital presenceOfi Invest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ofi Invest leadership team
Management profileNumber of profiles
Profiles3 records
Ofi Invest subsidiaries and ownership
Company hierarchySubsidiaries5 records
Ofi Invest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ofi Invest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ofi Invest
What does Ofi Invest do?
Ofi Invest is a French asset management group that integrates listed (liquid) asset management, non-listed (private equity, infrastructure, private debt, impact) asset management, and real estate asset management under a multi-brand platform. It manages €211.3 billion in assets under management and advisory (end-December 2025) across subsidiaries including Ofi Invest Asset Management, Ofi Invest Real Estate, Syncicap AM, Zencap AM, and SWEN Capital Partners, serving institutional investors and retail savers in France and internationally through direct sales and distribution partners.
Is Ofi Invest a public or private company?
Ofi Invest is a private company. It is classified as corporate owned and is currently operating.
When was Ofi Invest founded?
Ofi Invest was founded in 2022. It employs 501 to 1,000 people.
Where is Ofi Invest based?
Ofi Invest is headquartered in Paris, France, in the Europe region.
How does Ofi Invest make money?
One revenue line is on record: asset Management Fees.
Who are Ofi Invest's main competitors?
Direct peers on record are Tikehau Capital, Candriam, LBPAM (La Banque Postale Asset Management), Natixis Investment Managers, BNP Paribas Asset Management, Edmond de Rothschild Asset Management, Amundi and Mirova. BlackRock is listed as a broad incumbent. Swiss Life Asset Managers is listed as a regional player.
Does Ofi Invest have an API?
No public API is recorded for Ofi Invest.
What industry is Ofi Invest in?
Ofi Invest's product category is Asset Management. Its primary akta.pro industry code is FSAAAJAJ, Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns), with a secondary code of FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.