Ofi Invest

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.

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

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

• Asset management services
• Real estate management
• Private debt solutions
• Responsible investment
• Portfolio management

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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

Core 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

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• Undisclosed BuyerminorOthers · 2 July 2026Ofi 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.
• FreshfieldsminorStrategic or Co-development Partner · 23 June 2026Ofi 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 ArkéacoreStrategic or Co-development Partner · 23 October 2025Ofi 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 GroupecoreStrategic or Co-development PartnerOfi 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 FoundationminorStrategic or Co-development PartnerOfi 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

Direct 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

• LinkedInlinkedin.com/company/ofi-invest

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ofi Invest