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 manager*, announces the acquisition of Crédit Mutuel Arkéa’s 40% stake in its SWEN Capital Partners subsidiary (SWEN CP).
Following the transaction, Ofi Invest will hold 90.3% of SWEN CP shares. SWEN CP’s employees will retain 9.7% of the shares, along with the active role they play in governance. This new shareholding breakdown offers 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 benchmark private equity player in sustainable finance 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, said: “This increased stake is characterised by continuity and commitment. It reflects our confidence in SWEN CP’s potential and our determination to give it the means to accelerate 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. We 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.
* Source: Group financial communications, and following the integration of AXA IM into the BNP Paribas group, on July 1, 2025