Arkéa IS, the archipelago of specialists in Asset Management and Private Banking within Crédit Mutual Arkéa, and NeoXam are renewing their partnership related to the use of NeoXam Tracker as Front-to-Middle Portfolio Management solution for the Asset Management activities of Federal Finance Gestion and Schelcher Prince Gestion.
This partnership aims to strengthen the use of NeoXam Tracker, particularly in order routing functionalities, monitoring investment constraints, and providing support for investment decisions. It also relies on a more direct collaboration, based on the provision of Managed Services by NeoXam.
François Deltour, Chairman of the Executive Board of Arkéa IS: “We are delighted to continue this important project for our various management entities with NeoXam.”
Florent Fabre, CEO of NeoXam: “Crédit Mutuel Arkéa is a strategic client for NeoXam, using two major solutions from our offering. We are very honoured by the trust that the Arkéa IS Group is renewing with us.”
About Arkéa Investment Services
Arkéa Investment Services brings together all the Asset Management and Private Banking specialists of Crédit Mutuel Arkéa. With an ecosystem of expert boutiques (Federal Finance Gestion, Schelcher Prince Gestion, Arkéa Real Estate, Arkéa REIM, SWEN Capital Partners, Mandarine Gestion, Yomoni, and Arkéa Banque Privée) totaling more than €66 billion in Assets Under Management, Arkéa Investment Services creates solutions to protect and enhance its clients’ investments, enabling them to have confidence in the realization of their projects.
About the Crédit Mutuel Arkéa group
The Crédit Mutuel Arkéa cooperative group comprises the Crédit Mutuel de Bretagne and Sud-Ouest federations and their member local mutual banks, as well as around forty specialised subsidiaries (Fortuneo, Monext, Arkéa Banque Entreprises et Institutionnels, Arkéa Investment Services, Suravenir, etc.). It has more than 11,400 employees, 2,600 directors, over 5.1 million members and customers, and total assets of €191.6 billion.
The first banking group to adopt a Mission Statement in 2019, Crédit Mutuel Arkéa became a company with a mission in 2022 and, through its “Transitions 2024” strategic plan, is committed to providing finance that
serves local and regional authorities and their stakeholders in order to position itself as an agile and innovative financial partner for the transitions of the future.
With a nationwide presence, Crédit Mutuel Arkéa has chosen to keep its decision-making centres in the regions. It is a major player in job creation in its regions, and relies on an ongoing recruitment drive. The Group is convinced that local development can only be achieved by combining financial and non-financial considerations. This is why Crédit Mutuel Arkéa is the first French bank to have developed a unique method for calculating overall performance. This enables it to take into account all the financial, social, societal and environmental impacts of its activities and those of its stakeholders.
