Company Information

Get to know ACTIS PATRIMOINE

Founded in 2003, ACTIS PATRIMOINE is an independent consulting firm specializing in wealth management. The company's mission is to provide bespoke, long-term support to its clients, including business leaders, liberal professionals, and private individuals, to help them build, manage, and transfer their assets. Their services encompass a holistic approach, covering financial investments, real estate, tax optimization, retirement planning, and wealth structuring. The firm emphasizes its independence from banking and insurance networks, which allows it to offer objective advice tailored to each client's specific situation and goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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ACTIS PATRIMOINE

France

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.