Groupama Asset Management announces the signing of an exclusive agreement with the shareholders of INOCAP Gestion to acquire 100% of its capital, subject to obtaining all necessary authorizations.
An independent asset management company founded in 2007, INOCAP Gestion has developed in collective management, notably through a range of France and Europe equity funds with an SRI label, focused on European small and mid-caps, and discretionary private wealth management. The transaction covers all these activities.
The new entity will bring together nearly 300 employees in France, with branches in Italy, Spain, and Romania.
This is a significant operation for our company. It allows us to accelerate our diversification strategy towards the independent financial advisor market. INOCAP Gestion shares with us the same stock-picking philosophy, based on both financial and extra-financial criteria. Their range of funds will complement our management expertise.
Mirela Agache – Durand
CEO of Groupama Asset Management
It is with great satisfaction and enthusiasm that INOCAP Gestion joins Groupama Asset Management. Satisfaction is high. The sustainability of our brand and the integration of the expertise of our entire team within Groupama Asset Management have been my priority. We share common values and will continue our useful, virtuous, and committed actions together. Enthusiasm is overflowing. We remain focused on our fund managers’ stock-picking and the high-quality service of our private managers. We will also be able to offer our Partner Independent Financial Advisors the many complementary areas of expertise of Groupama Asset Management. Seventeen years of construction, with determination, passion, and flair, always seeking differentiation and simplicity, culminate in the start of this new adventure.
Olivier Bourdelas
Founder of INOCAP Gestion
This acquisition project is subject to the approval of the French financial markets authority (AMF).
About Groupama Asset Management - Investing for the future
A leading player in France, serving investors with €101.2 billion in assets under management (as of 06/30/2024), Groupama Asset Management is ranked 7th among French asset management companies (AFG ranking as of 12/31/2022). A subsidiary of the Groupama Group, a mutual insurance company, it offers institutional clients and distribution networks actively responsible multi-expertise management: a long-term, resolutely active management approach based on strong research capabilities.
About INOCAP Gestion
INOCAP Gestion is an independent portfolio management company approved by the financial markets authority in late 2007, specializing in French and European small and mid-cap equities through its QUADRIGE fund range. INOCAP Gestion also offers discretionary management services for private clients. Its team consists of 20 employees, including 7 fund managers. As a management company, INOCAP Gestion is a member of the AFG, the French Asset Management Association.