Ofi Invest strengthens its commitment to private equity in acquiring Crédit Mutuel Arkéa’s stake in SWEN Capital Partners

Ofi Invest, France’s fourth-largest asset management group⁽¹⁾, announces the acquisition of the 40% stake held by Crédit Mutuel Arkéa in its subsidiary SWEN Capital Partners (SWEN CP).

Following this transaction, Ofi Invest will hold 90.3% of the capital of SWEN CP alongside its 49 employees who will retain 9.7% of the capital and their active role in the governance. This new ownership structure will offer greater flexibility to employee shareholders in increasing their equity stakes. The management team will remain in place and fully committed to corporate strategy.

This change in shareholdings is part of a strategic refocusing by the two groups:

• Alongside the management team, Ofi Invest pursues its goal of consolidating SWEN CP’s role as a responsible investment leader in private markets in France and internationally, while placing investment at the service of institutional and retail investors.
• Crédit Mutuel Arkéa expands its private equity business with Arkéa Capital, whose ambition is to assist entrepreneurs in local and regional impact projects.

Jean-Pierre Grimaud, Chief Executive Officer of Ofi Invest, said: “Strengthening our stake in SWEN CP is driven by continuity and commitment. It reflects our confidence in SWEN CP’s potential and our determination to support the acceleration of its development in France and internationally.”

Jérôme Delmas, Co-founder and Chief Executive Officer of SWEN Capital Partners, added: “This shift in our shareholding set-up gives us flexibility in establishing our strategic plan. It is part of the history we share with Ofi Invest and Aéma Groupe, a history based on trust, stability and a common ambition for sustainable and impact finance”.

As a company whose mission is “placing investment at the service of Nature”, SWEN CP continues to develop, driven by engagement and a strong entrepreneurial culture. This transaction is part of a vision shared with Ofi Invest and its shareholders (the Aéma Groupe and its Macif, Abeille Assurances, and AÉSIO mutuelle brands), particularly in accelerating the development of its retail client business.

Our ties with Crédit Mutuel Arkéa remain solid. They will continue allocating investments to funds managed by SWEN CP within the framework of our partnership, and particularly with Suravenir, its insurance and personal protection subsidiary.

This transaction is an integral part of Ofi Invest’s strategic plan, which aims to consolidate its footprint in private equity, private debt and infrastructure, while developing synergies between its various capabilities.

About Ofi Invest

With 206.9 billion euros in assets under management as of the end-June 2025⁽²⁾, Ofi Invest is the fourth-largest French asset management group⁽¹⁾.
Ofi Invest has more than 700 employees committed to serving institutional investors and able to call on distribution networks and partners in France and internationally.
The group encompasses all listed and non-listed assets under management, and real-estate asset management, buoyed by strong brands.
Our value proposition lies in understanding and anticipating investors’ needs in a transitioning world, by offering high-performance, useful and responsible solutions to benefit an economy that we strive to make more virtuous.
Ofi Invest, a new dimension for the future.
www.ofi-invest.com

Ofi Invest, an Aéma Groupe brand

Aéma Groupe is the mutualist protection group born of the regrouping of AÉSIO mutuelle and Macif. With the acquisition of Abeille Assurances in 2021, followed by the creation of Ofi Invest in 2022, Aéma Groupe is now France’s fourth-largest insurance company, with revenues of 16.1 billion euros in 2024. Its more than 20,000 employees and 1800 delegates work on a daily basis to support and protect more than 12.1 million insured persons. Aéma Groupe is multi-brand, multi-network and multi-business line group covering all protection needs, including property & casualty insurance, healthcare/ protection, retirement savings and asset management).
Mutualist at heart and activist by conviction, Aéma Groupe aims to provide enlightened, constructive and human responses to the major challenges of protection related to the current transitions. In continuing to build a firsttier mutualist company, it has created an unprecedented, hybrid and open model able to provide fairer solutions that better fit the world of today and tomorrow.

About SWEN Capital Partners

SWEN Capital Partners is a key player in sustainable investment across private equity, infrastructure, and mezzanine debt, with over €9.9 billion⁽³⁾ in assets under management and advisory, and more than 120 employees. The management company is part of the Ofi Invest Group - whose main shareholders are entities of the Aéma Group (Macif, Abeille Assurances Holding, Aésio Mutuelle) - and SWEN Managers, a holding company owned by around 50 employees. From the outset, SWEN has placed sustainable finance at the core of its strategy, offering clients innovative and responsible investment solutions. In February 2024, SWEN CP became a “Société à Mission” (Missiondriven company), marking a decisive commitment to serving Nature.
www.swen-cp.fr

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