Actis Patrimoine
Actis Patrimoine is a Paris-based operational family office founded in 1994 that provides legal, fiscal, and investment advisory services to high-net-worth individuals, families, and entrepreneurs with assets from €1 million upwards, operating within the Montpensier Arbevel group.
- Company typePrivate
- Founded1994
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Actis Patrimoine does
Actis Patrimoine is a Paris-based private wealth management firm founded in 1994 by Georges Saurel that operates as an 'operational family office' for high-net-worth individuals, families, business owners, and entrepreneurs with assets typically ranging from €1 million to several tens of millions of euros. Following its 2022 merger with Financière Arbevel, the firm sits within the Montpensier Arbevel group, which together manages over €3.2 billion in assets under management and advisory and employs approximately 50 people. Its service offering is modular and covers legal, fiscal, and strategic wealth engineering for both professional and private patrimony, with execution through advisory (Conseil), supervision of third-party-managed assets, open-architecture multi-management (Multigestion), and discretionary mandate management delegated to Montpensier Arbevel (the AMF-regulated portfolio management company, GP97111).
The firm's core products are delivered through an integrated platform rather than a proprietary technology stack — the company explicitly characterizes itself as service-based rather than technology-based, with no app, API, or AI/ML capabilities disclosed. Service modules include Patrimoine Audit (legal/fiscal/financial diagnostics), Patrimoine Engineering (optimal structuring), Professional Wealth (business sale and succession planning), Financial Investments (asset allocation across equities, bonds, structured products, private equity), Real Estate Investments (direct, SCI/SCPI/OPCI/FCPR vehicles), and consolidated dashboard/administrative support including tax declaration assistance. Distribution is advisor-led via senior directors in Paris, supplemented by content marketing (fiscal-law blog, LinkedIn) and educational breakfast seminars. Assets are custodied externally at banks and insurers rather than on a proprietary platform.
Actis generates revenue through three streams: client-paid advisory fees (honoraires), retrocessions/commissions received from product distributors and external managers, and asset management fees on discretionary mandates via Montpensier Arbevel. Clients may elect fee-only or retrocession-based billing, with conflicts of interest managed by ring-fencing advisory and managed assets from the outset. The firm holds four regulated authorizations (CIF, insurance broker, banking operations broker, real estate transaction card) and is a member of the CNCGP. Capital is held entirely by Montpensier Arbevel, itself majority-owned by management and employees with minority institutional backing from Weinberg Capital Partners and Amundi, a structure the firm markets as a guarantee of independence from banking groups. Revenue figures are not publicly disclosed.
Actis Patrimoine firmographics
Firmographics- Name
- Actis Patrimoine
- Legal name
- Actis Patrimoine
- Website
- https://actis-patrimoine.fr
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Actis Patrimoine is a Paris-based operational family office founded in 1994 that provides legal, fiscal, and investment advisory services to high-net-worth individuals, families, and entrepreneurs with assets from €1 million upwards, operating within the Montpensier Arbevel group.
- Ownership category
- akta.pro rank
Actis Patrimoine industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Insurance Agencies and Brokerages (52421)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Office Trust & Fiduciary Services (FSAEAKAF), Estate Administration & Probate Services (FSAAANAE), Personal Trust & Fiduciary Administration (FSAEAKAA)
Keywords
Where Actis Patrimoine is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices2 records
Markets served
Actis Patrimoine business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory fees (Honoraires): Clients can choose to pay for services via advisory fees at their preference.
- Retrocessions/Commissions: Fees received from financial product distributors and managers. Conflicts of interest are managed by separating assets allocated to different services from the outset.
- Asset management fees: Fees from managing client assets through MONTPENSIER ARBEVEL including OPCVM, mandates, and institutional portfolios.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | From 1 million EUR in assets, services can be implemented |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Actis Patrimoine product offering
Product offeringCore offering
Actis Patrimoine is an operational family office that advises high-net-worth individuals, families, business owners, and entrepreneurs on the legal, fiscal, and strategic aspects of their professional and private wealth, alongside financial and real estate investments. Its services are segmented at the client's discretion into Advisory (Conseil), Supervision of third-party managed assets, open-architecture Multigestion, and discretionary Mandate Management executed through its AMF-regulated sister company MONTPENSIER ARBEVEL. The firm serves clients in France holding between EUR 1 million and several tens of millions of euros in assets, delivering consolidated quarterly reporting and administrative support.
Product overview
Actis Patrimoine offers an integrated family office platform for high-net-worth individuals and entrepreneurs, combining advisory, supervision, multi-management, and discretionary management services. The core offering is the 'Family Office Opérationnel' which encompasses audit, estate engineering, professional wealth management, financial investments, real estate investments, and administrative monitoring. Services are delivered through modular components including advisory (Conseil), asset supervision (Supervision), external fund selection (Multigestion), and discretionary management via MONTPENSIER ARBEVEL. The platform serves clients with assets starting from €1 million and provides both individual modules and integrated packages.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Opérationnel Comprehensive operational family office service covering legal, fiscal, and strategic aspects of professional and private wealth management, including financial and real estate investments, designed for high-net-worth individuals, families, business owners, and entrepreneurs in France with assets from EUR 1 million upwards.
- Audit Patrimonial Comprehensive audit of legal and fiscal organization, financial performance and risks, and quality of service providers, providing a diagnostic of the client's existing wealth architecture.
- Ingénierie Patrimoniale Definition of optimal wealth organization covering financial allocation, ownership structures (direct or via entities), and fiscal consequences for private clients and families.
- Patrimoine Professionnel Professional wealth management service covering shareholder strategy, legal structure optimization, business creation, acquisition, and sale preparation for executives and entrepreneurs.
- Investissements Financiers Financial investment services covering asset allocation across safe placements, equities, bonds, gold, commodities, and private equity, with advisory, multi-management, and discretionary mandate options.
- Investissements Immobiliers Real estate investment services covering direct rental properties, group investments, and collective vehicles such as SCPI, OPCI, and FCPR, designed to complement financial asset allocation.
- Conseil Patrimonial Advisory service for wealth management decisions and strategy, delivered by senior client directors without discretionary mandate over client assets.
- Supervision d'Actifs
Quantifiable outcome
- Over 50% of clients have recommended Actis to other clients
- +2 more outcomes
Companies that use Actis Patrimoine
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Actis Patrimoine technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Actis Patrimoine partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Financière ArbevelcoreMerger completed in March 2022 (effective January 1, 2022) with AMF approval. Actis Asset Management integrated into Financière Arbevel via absorption merger. Combined entity has approximately 50 employees and 3.2 billion EUR in assets under management.
- Actis Asset ManagementcoreSister company providing internal asset management capabilities. Created in 2006, manages funds and mandates for institutional and private clients. Provides credibility and efficiency in third-party manager selection and supervision.
- CNCGP (Chambre nationale des conseils en gestion de patrimoine)minorProfessional association of wealth management advisors, approved by AMF. Actis Patrimoine is a member.
Scale indicators6 records
Recent moves10 records
Expansion highlights5 records
Actis Patrimoine competitors and assessment
Company assessmentBroad incumbents
- Lazard Family Office (France): Global advisory firm with a dedicated family office practice in France serving UHNW familles and entrepreneurs. Comparable HNW/UHNW clientele and integrated patrimonial approach, though Lazard operates at significantly larger scale and broader geography.
- BNP Paribas Wealth Management: Large French private bank providing integrated wealth advisory, asset management, and family office services to HNW and UHNW clients. Overlaps in target client and service scope, but operates at vastly larger scale and as part of a universal bank.
- Indosuez Wealth Management (France): Crédit Agricole group's private banking arm serving French HNW clients with investment advisory, wealth engineering, and family office services. Comparable client segment (1M+ EUR) and service depth, though owned by a large retail-banking group.
- Rothschild & Co (Private Wealth, France): Global private banking and wealth advisory firm with a strong French HNW/UHNW practice covering patrimony engineering, investments, and intergenerational transfer. Comparable in service breadth and client type, but operates at much greater scale internationally.
Direct peers
- Financière Haviland (France): Independent French wealth management firm offering patrimonial advisory, asset management, and family office services to HNW clients. Comparable regulatory profile (multi-licensed CIF/insurance/banking intermediary) and target segment.
- Olifan Group: Independent French wealth management group (originating in Normandy, expanded nationally) serving HNW clients and entrepreneurs with similar advisory, asset management, and family office offerings. Comparable size, ownership structure, and target clientele.
- Myria Asset Management (Group Myria): French independent asset management and wealth advisory firm serving HNW clients and business owners with multi-management, advisory, and discretionary management services. Comparable in open-architecture selection and family office positioning.
- Equitis Gestion: Independent French wealth management firm offering advisory, asset management, and family office services to HNW individuals and business owners. Directly comparable in business model, target client (1M+ EUR patrimoines), and multidisciplinary legal/fiscal/financial approach.
- Hoche Partners Wealth Management: French independent family office and private wealth advisory firm serving HNW clients and business owners. Similar service breadth (advisory, engineering, asset supervision) and ownership structure independent from banks.
Emerging players
- Crystal Finance (Crystal Groupe): French network of independent wealth management advisors providing patrimonial advisory to HNW clients under a federated model. Comparable client focus and service categories, with a differentiated distribution/affiliation model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Actis Patrimoine social profiles
Digital presenceActis Patrimoine compliance and trust
Trust signalCompliance5 records
Actis Patrimoine financial estimates
Financial estimateRevenue estimate
Valuation estimate
Actis Patrimoine leadership team
Management profileNumber of profiles
Profiles1 record
Actis Patrimoine funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Actis Patrimoine M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Actis Patrimoine
What does Actis Patrimoine do?
Actis Patrimoine is an operational family office that advises high-net-worth individuals, families, business owners, and entrepreneurs on the legal, fiscal, and strategic aspects of their professional and private wealth, alongside financial and real estate investments. Its services are segmented at the client's discretion into Advisory (Conseil), Supervision of third-party managed assets, open-architecture Multigestion, and discretionary Mandate Management executed through its AMF-regulated sister company MONTPENSIER ARBEVEL. The firm serves clients in France holding between EUR 1 million and several tens of millions of euros in assets, delivering consolidated quarterly reporting and administrative support.
Is Actis Patrimoine a public or private company?
Actis Patrimoine is a private company. It is classified as management employee owned and is currently operating.
When was Actis Patrimoine founded?
Actis Patrimoine was founded in 1994. It employs 11 to 50 people.
Where is Actis Patrimoine based?
Actis Patrimoine is headquartered in Paris, France, in the Europe region.
How does Actis Patrimoine make money?
Three revenue lines are on record. Advisory fees (Honoraires) is the primary driver. The others are retrocessions/Commissions and asset management fees.
Who are Actis Patrimoine's main competitors?
Broad incumbents on record are Lazard Family Office (France), BNP Paribas Wealth Management, Indosuez Wealth Management (France) and Rothschild & Co (Private Wealth, France). Direct peers are Financière Haviland (France), Olifan Group, Myria Asset Management (Group Myria), Equitis Gestion and Hoche Partners Wealth Management. Crystal Finance (Crystal Groupe) is listed as an emerging player.
Does Actis Patrimoine have an API?
No public API is recorded for Actis Patrimoine.
What industry is Actis Patrimoine in?
Actis Patrimoine's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.