ACTIS WEALTH MANAGEMENT

Overview

Actis Wealth Management operates as an independent registered investment adviser serving individual and family clients, with service offerings that center on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees through a mix of percentage-of-AUM arrangements, hourly billing and fixed fees, which suggests a blend of ongoing advisory relationships and project-based engagements. Investment activity is concentrated in publicly traded pooled vehicles, with a clear preference for mutual funds and other public funds as the dominant building blocks in client portfolios. The firm is not positioned as a capital allocator or as an active ESG investor; instead, it uses third-party managers and funds to implement client strategies. Custody and execution are consolidated through a single primary custodian, indicating a streamlined operational model.

Assets & Accounts

Investments & Alternatives

Location & Offices