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ACTIS PATRIMOINE logo — Depuis 20 ans, ACTIS Patrimoine accompagne familles, entrepr...

ACTIS PATRIMOINE

Depuis 20 ans, ACTIS Patrimoine accompagne familles, entrepreneurs et institutions dans la gestion de leur patrimoine.

Founded 1995 3 employees Finance, Financial Services

General Information

Company Name ACTIS PATRIMOINE
Founded Year 1995
Employees 3
Industries Finance, Financial Services
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About 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.

Taxonomy: Wealth Management, Family Office Services, Financial Advisory, Tax Planning, Real Estate Investments, Financial Planning, Corporate Finance, Multigenerational Wealth Management

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ACTIS PATRIMOINE Alternatives & Competitors

ACTIS PATRIMOINE vs
Agora Finance - Gestion Privée
Agora Finance - Gestion Privée France

Donnez du sens à votre patrimoine.

17 employees
Finance, Financial Services
ACTIS PATRIMOINE vs
RHETORES FINANCE
RHETORES FINANCE France

ENSEMBLE / UN PATRIMOINE AMBITIEUX / UN AVENIR SEREIN

Series Unknown
30 employees
Wealth Management
ACTIS PATRIMOINE vs
Scala Patrimoine
Scala Patrimoine France

Notre métier : être le moteur de la gouvernance de votre patrimoine

17 employees
Finance, Financial Services

FAQ About ACTIS PATRIMOINE

Depuis 20 ans, ACTIS Patrimoine accompagne familles, entrepreneurs et institutions dans la gestion de leur patrimoine.
ACTIS PATRIMOINE was founded in 1995.
ACTIS PATRIMOINE operates in the following industries: Finance, Financial Services.
ACTIS PATRIMOINE has approximately 3 employees.
Top alternatives and competitors to ACTIS PATRIMOINE include Agora Finance - Gestion Privée, RHETORES FINANCE, Scala Patrimoine, Keepers, EUKRATOS. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ACTIS PATRIMOINE and Agora Finance - Gestion Privée are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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