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About Wafa Gestion

Wafa Gestion is the leading asset manager in Morocco for third-party clients, and an expert in designing and managing investment solutions. Since our inception in 1995 and the launch of the first mutual funds in the Moroccan market, we enjoy a leadership position in terms of assets under management, range of solutions and expertise, as well as innovation.

Key Figures

Expert in the management of mutual funds in Morocco, discover some key figures about us : key dates, number of employees, volume of assets under management...

No. 0

in asset management in Morocco

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billion MAD of AUM as of April 23rd, 2021

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years of experience in the asset management field

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key shareholders: Attijariwafa bank and Amundi

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distribution networks

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employees

Breakdown per client type

Almost 100 funds under management covering different asset classes and risk/return profiles.

Breakdown per asset class*
  • Medium-long term bond

  • Short term bond

* Wafa Gestion's outstanding as 04/06/2021

Proximity and long term commitment to our clients

Dedicated points of contact to help our clients define and select the investment solutions adapted to their objectives and risk profile.

Breakdown per client type

Wafa Gestion's History

Asset Management took its first steps in Morocco in 1995 following the promulgation of the 1-93-213 law governing the financial markets.

2020

-Official launch of the Linkedin account
-Deployment of the Business Continuity Plan starting from the beginning of the COVID crisis
-Organization of online Webinairs for clients
-Wafa Gestion elected "Best Asset Management Company in Morocco" by the African Banking Awards 2020
-Fitch Rating confirms Wafa Gestion's Investment Management Quality Rating (IMQR) "Excellent (mar)
-Fitch Rating confirms the 'AAAmf(mar)' rating of two money market funds managed by Wafa Gestion
-Two mutual funds managed by Wafa Gestion funds awarded the prestigious Thomson Reuters Lipper Fund Awards in the Fixed Income and Balanced categories

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2019

-Four mutual funds managed by Wafa Gestion win the prestigious Thomson Reuters Lipper Fund Award 2019.

-Fitch Ratings confirms the national Investment Management Quality Rating (IMQR) ‘Excellent (mar)’ of Wafa Gestion

2018

-Launch of Attijari Dividend Fund, a distributing equity fund invested in listed companies that pay a high dividend

-Launch of « Epargne Symphonie » in partnership with Wafa Assurance ; a new unit-linked savings solution

-Two mutual funds managed by Wafa Gestion win the prestigious Thomson Reuters Lipper Fund Award 2018 , in the Balanced and Fxied Income categories

2017

L-aunch of a unit-linked savings plan invested in mutual funds managed by Wafa Gestion

2016

-S&P ratings’ rating of the « WG Monetaire » fund

- Wafa Gestion wins the « Best Asset Manager of the Year 2016 » award by the EMEA Finance magazine for the second time in a row

2015

Wafa Management awarded « Asset Manager of the Year 2015 » by Global Investor / ISF and « Best Asset Manager » by EMEA Finance Magazine

2014

-Wafa Gestion is awarded the ISAE 3402 Type I certification attesting the conformity of its internal control system to international standards

-Fitch Ratings confirms Wafa Gestion’s « Highest Standards (mar) » National Asset Manager rating

2013

-Two money market funds managed by Wafa Gestion rated ‘AAAmmf (mar)’ by Fitch Ratings

-Wafa Management awarded « Best Investment Management Company 2013 » by World Finance (July-August 2013 edition)

2012

Launch of the first mutual fund replicating the performance of the Gold metal

2011

Launch of the Equity Savings Plan (PEA)
Upgrade of the Fitch Ratings rating from M2 to M2+

2009

Rationalization of the mutual funds range

2008

Launch of the first Contractual mutual fund on the market

2007

Wafa Gestion obtains the GIPS certification

2005

Merger of Wafa Gestion, Attijari Management and Crédit du Maroc

2004

Merger between Banque Commerciale du Maroc (BCM) and Wafa Gestion, in order to become a leading finance and banking player

2003

Wafa Gestion becomes the first asset management company to be rated Fitch Ratings in Morocco

2001

Launch of the first humanitarian funds

2000

Launch of the first Guaranteed Fund

1997

-Launch of the first Fund of Funds
-Wafa Gestion granted the AIMR certification

1996

-Launch of the first two mutual funds in Morocco
-Launch of the first Money Market fund
-Launch of the first Islamic Fund

1995

Founding of Wafa Gestion

Organization

In addition to being backed by two international industry leaders, Attijariwafa bank and Amundi, Wafa Gestion relies on an experienced and committed team.

A customer-centric service model

We guide our clients in every step of the investment process

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Investment solutions adapted to specific needs and constraints

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A robust and bespoke portfolio construction process

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A flexible offer and a high quality service