Actis Patrimoine
Family office advising French families and business owners on legal, tax, financial and property wealth management
Highlights
- New on EvolcAdded 2026-11-02
About Actis Patrimoine
Actis Patrimoine is a family office based in Paris that manages the wealth of families, business owners and institutions. Its approach covers the legal, tax and strategic questions of professional and private wealth, as well as financial and real-estate investments.
Services are advisory, supervision (control and consolidation of assets managed by other institutions), multi-management (selection of external investments on an open architecture) and mandate management. Clients are individuals or legal entities with assets from one to several tens of millions of euros. Services can be paid as fees or through retrocessions received, at the client's choice.
Founded in 1994, the firm has a team of about ten professionals. Its capital is held entirely by MONTPENSIER ARBEVEL, which is mainly owned by the group's managers and employees, with institutional investors Weinberg Capital Partners and Amundi.
Product: Operational family office: advisory, asset supervision, multi-management and mandate management for family and business-owner wealth.
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