Question 1

What is Investimo?

Accepted Answer

Investimo (Société auxiliaire d'études et d'investissements mobiliers) is a specialized credit institution and investment services provider within the SMABTP Group, France's leading insurance company for the building and public works sector. Operating as both an Établissement de Crédit Spécialisé (ECS) and Prestataire de Services d'Investissement (PSI), Investimo provides banking and investment services exclusively to professional institutional clients. The institution supports SMABTP's investment management activities and acts as a custodian and depositary for collective investment schemes.

Question 2

When was Investimo founded?

Accepted Answer

Investimo was created on December 31, 1972, as an auxiliary entity for investment studies and securities management. The institution was established to support the SMABTP Group's need for specialized financial services including custody, securities management, and banking operations for its insurance investment portfolio. Investimo received credit institution authorization from French banking authorities on February 14, 2018, expanding its regulatory status and capabilities.

Question 3

Where is Investimo headquartered?

Accepted Answer

Investimo is headquartered in Paris, specifically at 8 rue Louis Armand in the 15th arrondissement (Paris Cedex 15), sharing facilities with other SMABTP Group entities.

Question 4

Where does Investimo operate?

Accepted Answer

Investimo operates throughout France, serving exclusively professional clients within and associated with the SMABTP Group. The institution does not maintain a retail branch network, instead providing specialized institutional services from its Paris headquarters. Investimo's operations are concentrated on supporting SMABTP's investment management activities and providing custody and banking services to the group's various investment vehicles.

Question 5

What services does Investimo offer?

Accepted Answer

Investimo provides specialized banking services to professional clients including collecting term and sight deposits, granting loans to professional clientele, and cash management. As an investment services provider, Investimo offers reception and transmission of orders (RTO) on collective investment schemes for third parties, proprietary trading, underwriting services, and guaranteed/non-guaranteed placement. The institution is authorized for custody account-keeping and serves as a depositary for collective investment schemes (OPC). Investimo operates exclusively with professional investors and does not solicit retail clients.

Question 6

What makes Investimo unique?

Accepted Answer

Investimo's distinctiveness lies in its exclusive focus on institutional services within the SMABTP insurance group ecosystem. Unlike traditional banks, Investimo operates solely to support SMABTP's investment management needs and related group entities. The institution combines credit institution status with investment services authorization, enabling comprehensive financial operations for insurance asset management. Investimo maintains specialized expertise in custody, depositary services, and securities operations tailored to insurance company requirements. The institution's business model focuses on institutional quality rather than retail volume.

Question 7

What type of financial institution is Investimo?

Accepted Answer

Investimo is an Établissement de Crédit Spécialisé (specialized credit institution) and Prestataire de Services d'Investissement (investment services provider) under French law. Regulated by the French Prudential Supervision and Resolution Authority (ACPR), Investimo holds dual authorization for banking operations and investment services. The institution participates in France's deposit guarantee scheme (FGDR) and is supervised for its depositary activities by the Autorité des Marchés Financiers (AMF). As a specialized credit institution, Investimo operates with a focused mandate serving professional institutional clients rather than providing general retail banking services.

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About Investimo in France