ACTIS PATRIMOINE

ACTIS PATRIMOINE has been providing comprehensive wealth management services for families, entrepreneurs, and institutions for over 20 years. With a team of experienced professionals, the company and its sister firm, ACTIS Asset Management, currently oversee assets totaling over a billion euros for clients with varying wealth levels. The enduring trust-based relationships with clients have been a source of mutual satisfaction and expertise. Their "operational family office" approach encompasses legal, tax, and strategic aspects of professional and private wealth, as well as financial and real estate investments. Client services are segmented into consultancy, supervision, multimanagement, and mandate management, with the option for remuneration in fees or obtained retrocessions. The potential conflict of interest between consultancy and management is effectively addressed by segregating the assets allocated to each service. Notably, ACTIS group's capital is entirely owned by its executives and employees, ensuring independence from banking or financial groups. Founded in 1995, ACTIS Patrimoine operates in the Finance and Financial Services industries. While specific details of their headquarters and latest investments remain unspecified, the company's focus on long-term client relationships and its independence in the wealth management landscape are noteworthy attributes for potential investors to consider.