Winéo Gestion - Asset Management

What Winéo Gestion - Asset Management does

Winéo Gestion is a Casablanca-based asset management company founded in 2009 and licensed by the Autorité Marocaine du Marché des Capitaux (AMMC). The firm manages 12 OPCVM (collective investment) funds spanning five categories — Actions, Diversifié, OMLT, OCT, and Monétaire — with MAD 7 billion in assets under management. It serves institutional investors (including a dedicated mandate for CNSS), corporate treasuries, high-net-worth individuals, and family offices, distributing six of its funds through CIH Bank as a commercializing partner.

The fund range comprises three equity products (Winéo Actions, Winéo Al Amine, Winéo Dividendes & Croissance), three diversified products (Winéo Equinoxe, Winéo Delta, Winéo Amana), three medium/long-term bond products (Winéo Oblig Sécurité, Winéo Oblig, Winéo Secur Rendement), two short-term bond products (Winéo OCT Plus, Winéo Oblig CT), and one monetary fund (Winéo Cash). Performance benchmarks reference BMCE Capital's MBI indices for fixed income and the MASI index for equities. The firm's internal control system holds ISAE 3402 Type 1 certification audited by Forvis Mazars, and it has earned ten London Stock Exchange Group performance awards between 2012 and 2026.

Winéo Gestion generates revenue through recurring management fees calculated as a percentage of net assets, ranging from 0.65% HT (monetary) to 2% HT (equity, diversified, and OCT funds). Distribution combines direct relationship management by two capital-market experts with bank-channel sales via CIH Bank. The firm operates as part of the broader Winéo group alongside Winéo CIF (financial engineering and M&A advisory) and Winéo AI (AI solutions), though these subsidiaries are adjacent rather than integrated into the asset management business.

Name

Winéo Gestion - Asset Management

Legal name

Winéo Gestion

Website

https://wineo.ma

Company type

Private

Founded year

2009

Operating status

Operating

Short description

Winéo Gestion is a Casablanca-based, AMMC-licensed Moroccan asset manager operating 12 OPCVM funds across five categories with MAD 7 billion in AUM, serving institutional, corporate, HNW, and family office clients through direct sales and CIH Bank distribution.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Asset management services
• Mutual fund management
• OPCVM fund management
• Fixed income investing
• Equity fund management

Headquarters

HQ city

Casablanca

HQ country

Morocco

HQ region

Africa

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Management Fees on OPCVM Assets: Winéo Gestion generates revenue through management fees calculated as a percentage of net assets under management. Fee rates vary by fund: maximum 1.9% HT for equity funds, 2% HT for diversified and ethical funds, 0.9% HT for bond funds, and 0.65% HT for money market funds. The company manages MAD 7 billion in assets under management.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Winéo Gestion is an AMMC-licensed Moroccan asset management company managing 12 OPCVM (collective investment) funds across five categories — Actions (equity), Diversifié (balanced), OMLT (medium/long-term bonds), OCT (short-term bonds), and Monétaire (money market) — covering Casablanca Stock Exchange equities, sovereign and private debt, and treasury instruments. The company delivers personalized investment strategy, ongoing portfolio management, and detailed client reporting, distributing funds both directly to institutional and high-net-worth clients and through CIH Bank for retail reach, with MAD 7 billion in assets under management.

Product overview

Winéo Gestion operates as a full-service asset management company offering a complete range of 12 OPCVM (Organismes de Placement Collectif en Valeurs Mobilières) funds managed as a unified platform. The portfolio spans five categories: (1) Actions — equity funds including Winéo Actions, Winéo Al Amine, and Winéo Dividendes & Croissance, targeting long-term capital growth via the Bourse de Casablanca; (2) Diversifié — balanced funds Winéo Equinoxe, Winéo Delta, and Winéo Amana, combining equities and bonds for growth-stability balance; (3) OMLT — medium/long-term bond funds Winéo Oblig Sécurité, Winéo Oblig, and Winéo Secur Rendement (the latter dedicated to CNSS), targeting stable income from sovereign and private debt; (4) OCT — short-term bond funds Winéo OCT Plus and Winéo Oblig CT for enhanced liquidity; and (5) Monétaire — the Winéo Cash fund for daily treasury placements. All funds are distributed through Winéo Gestion and/or CIH Bank, supervised by the AMMC (Autorité Marocaine du Marché des Capitaux), and certified under ISAE 3402 Type 1.

Differentiator

Problem solved

Functional benefit

Products and services

• Winéo Actions An equity OPCVM (FCP) investing in shares listed on the Casablanca Stock Exchange, designed to maximize long-term returns through selective and dynamic management of listed equities and debt securities, outperforming the MASI benchmark, with weekly NAV and a > 5 year investment horizon.
• Winéo Al Amine An ethically-screened equity OPCVM (FCP) maximizing performance over a 5-year horizon through active management that excludes certain sectors per its investment strategy, with daily NAV and mixed result distribution.
• Winéo Dividendes & Croissance An equity OPCVM (FCP) designed to generate long-term performance superior or equal to the Moroccan stock market (MASI) while distributing an annual dividend to shareholders, with weekly NAV and a > 5 year horizon.
• Winéo Equinoxe A diversified OPCVM (FCP) offering profitability through selective and dynamic management of debt securities and shares listed on the Bourse de Casablanca, targeting outperformance of a 50% MASI + 50% MBI composite benchmark, with daily NAV and > 3 year horizon.
• Winéo Delta A diversified OPCVM (FCP) offering profitability perspectives through selective and dynamic management of debt securities and listed equities, with mixed result distribution, weekly NAV, and > 3 year horizon.
• Winéo Amana A dedicated diversified OPCVM (FCP) tailored for specific investors, offering performance superior to a 50% MASI + 50% MBI benchmark through mixed result distribution over a 5-year horizon, with weekly NAV.
• Winéo Oblig Sécurité A medium and long-term bond OPCVM (FCP) investing in debt securities issued or guaranteed by the State, with the objective of maximizing long-term returns and outperforming a 100% MBI benchmark, with weekly NAV and > 2 year horizon.
• Winéo Oblig A medium and long-term bond OPCVM (FCP) investing primarily in public and private sector debt securities to maximize long-term returns and outperform the MBI MLT benchmark (published by BMCE Capital), with weekly NAV and > 2 year horizon.
• Winéo Secur Rendement A dedicated medium and long-term obligations OPCVM (FCP) launched in partnership with the Caisse Nationale de Sécurité Sociale (CNSS), ensuring stable optimal returns within agreed investment constraints, with weekly NAV and > 3 year horizon.
• Winéo OCT Plus A short-term obligations OPCVM (FCP) offering liquid placement with regular appreciation linked to short-term interest rate markets, with performance superior to the 100% MBI CT benchmark published by BMCE Capital, with daily NAV and > 1 month horizon.
• Winéo Oblig CT A short-term obligations OPCVM (FCP) offering liquid placement with appreciation linked to short-term interest rate markets, with performance superior to the MBI CT benchmark published by BMCE Capital, with daily NAV and > 1 month horizon.
• Winéo Cash A monetary OPCVM (FCP) investing in daily treasury placements with full liquidity and capital preservation, targeting regular appreciation with performance measured against the Moroccan Overnight Index Average (MONIA) published by Bank Al-Maghrib, with daily NAV.

Quantifiable outcome

• MAD 7 billion in assets under management
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and moderate.

• CIH BankcoreChannel Partner/ Reseller/ DistributorCIH Bank serves as a commercializer for multiple Winéo Gestion OPCVM funds including Winéo Actions, Winéo Cash, Winéo Delta, Winéo Oblig, Winéo Oblig CT, and Winéo Oblig Sécurité. This channel partnership enables broader distribution reach to retail and institutional investors through CIH Bank's banking network.
• Forvis MazarsmoderateOthersForvis Mazars audited and certified Winéo Gestion's internal control system under ISAE 3402 Type 1 standards, confirming compliance with recognized audit norms for OPCVM management.
• AMMC (Autorité Marocaine du Marché des Capitaux)coreOthersAMMC is the Moroccan Capital Market Authority, the independent regulatory body that authorizes and supervises Winéo Gestion's activities as an OPCVM management company. The company operates under AMMC supervision to ensure investor protection and market integrity.
• BMCE CapitalmoderateOthersBMCE Capital publishes the Moroccan Bond Index (MBI) which serves as the benchmark reference for multiple Winéo Gestion bond and diversified funds including Winéo Oblig, Winéo Oblig CT, Winéo Oblig Sécurité, Winéo Equinoxe, and Winéo Secur Rendement.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wafa Gestion: Asset management subsidiary of Attijariwafa bank, offering Moroccan OPCVM funds across multiple categories similar to Winéo. Direct competitor for Moroccan retail and institutional mandates.
• Attijari Gestion: One of Morocco's largest asset managers affiliated with Attijariwafa bank. Manages a broad OPCVM range across equities, bonds, and diversified strategies; the most relevant scale-comparable direct competitor to Winéo.
• BMCE Capital Gestion: Asset management arm of BMCE Capital (now Bank of Africa Capital); publishes the MBI bond index used as benchmark for several Winéo funds. Directly comparable Moroccan peer with overlapping investor segments.
• Upline Group: Moroccan financial group with OPCVM management operations. Direct competitor in Moroccan fund management serving both institutional and retail clients.
• CFG Bank: Moroccan investment bank with asset management capabilities serving institutional and high-net-worth clients. Comparable to Winéo in serving sophisticated Moroccan institutional and HNW segments.
• CDM Asset Management: Moroccan asset management firm offering OPCVM funds to institutional and retail clients. Operates in the same AMMC-regulated Moroccan market with similar fund structures to Winéo.

Regional players

• CIH Bank Asset Management: CIH Bank is Winéo's primary distribution partner but also operates its own asset management offerings. Functions as a partial competitor in distribution and product within the Moroccan market.

Broad incumbents

• Amundi: Europe's largest asset manager with growing African and Moroccan institutional presence. Relevant as a global-scale benchmark and competitor for large Moroccan institutional and pension mandates.
• BlackRock: World's largest asset manager. Increasingly relevant in Morocco as institutional investors seek global capabilities; competes for large pension, sovereign, and insurance mandates.
• JPMorgan Asset Management: Global asset manager with EM and frontier market fund offerings. Operates competing funds that Moroccan institutional investors consider as alternatives to domestic managers like Winéo.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 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 Winéo Gestion - Asset Management