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Actis Wealth Management

Actis Wealth Management is an independent wealth management firm offering personalized advisory strategies and a unique risk-managed approach to portfolio...

Actis Wealth Management

Actis Wealth Management is an independent wealth management firm offering personalized advisory strategies and a unique risk-managed approach to portfolio management. The firm provides fully customized model portfolios with active rebalancing and asset allocation, retirement planning, 401k rollovers, and services for business owners. It takes a big-picture approach, designing financial strategies custom-tailored to clients’ specific needs and goals and collaborating on the entire financial picture.

General information

Firm type

Asset Manager

Year founded

2001

Location

City

Waukee

Principals

Brian Weckman

Founder & President, Chief Investment Officer

Lori Weckman

Marketing & Operations Support

Frequently asked questions

How does Actis Wealth Management source proprietary deal flow?

The firm draws on the Actis platform's on-the-ground presence in emerging markets, with offices in London, Mumbai, Nairobi, and other hubs. Actis has built a network of local partners and government relationships over two decades, giving its wealth management arm access to infrastructure and energy deals that are not broadly marketed. Public records show the firm has co-invested with multilateral institutions like the International Finance Corporation (per IFC, 2021).

Does Actis Wealth Management make fund commitments or only direct investments?

The firm participates in both structures. As part of the Actis group, it co-invests alongside Actis-managed funds, but it also makes direct equity investments in infrastructure and real estate projects. The parent Actis has raised multiple closed-end funds for energy and infrastructure (per Actis, 2024), and the wealth management arm can commit capital to those vehicles or take direct stakes in underlying portfolio companies.

Which sectors does Actis Wealth Management explicitly avoid?

The firm does not disclose a formal exclusion list beyond its focus on infrastructure and real assets. However, public filings of the Actis group indicate a focus on energy transition, renewables, and sustainable infrastructure, with past divestments from coal-related assets (per Actis, 2022). The firm has not publicly expressed a view on sectors like luxury, media, or financial technology.

What is the investment stage focus of Actis Wealth Management?

The firm focuses on growth equity and late-stage infrastructure investments. Typical entry points are operational projects with long-term offtake agreements (e.g., power purchase agreements) or companies with proven business models in emerging markets. The firm does not engage in venture capital or early-stage startups, instead targeting assets with stable cash flows and inflation-linked revenue structures.

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