Asset ManagerRIA · CRD 306794SEC-Registered

Updated:

Actis Wealth Management

ACTIS WEALTH MANAGEMENT is an SEC-registered investment adviser in Waukee, IA. The firm manages approximately $70 million in regulatory assets.

Actis Wealth Management

ACTIS WEALTH MANAGEMENT is an SEC-registered investment adviser in Waukee, IA. The firm manages approximately $70 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

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.

What is the relationship between Actis Wealth Management and the Actis parent?

Actis Wealth Management is a subsidiary of Actis, the London-headquartered global investor with over $90 billion in assets under management (per Actis, 2024). The wealth management division focuses on providing investment access to institutional and high-net-worth clients, while the parent Actis platform manages the broader fund strategy and deal origination. Both share a common investment philosophy centered on long-term, value-oriented deployment in emerging markets.

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.

Who makes investment decisions at Actis Wealth Management?

Individuals with specific decision-making authority are not named in publicly available sources beyond the Actis parent leadership, which includes Torbjorn Caesar as a Senior Partner and Paul Tracksell as Chief Investment Officer (per Actis, 2024). The wealth management division's investment committee is not separately disclosed. Investment decisions likely follow the same disciplined, value-oriented approach as the broader Actis platform.

Does Actis Wealth Management maintain any philanthropic structures?

Actis has not publicly disclosed a dedicated foundation or charitable entity operating separately from its investment activities. The firm's sustainability reports emphasize impact metrics related to clean energy access and job creation in emerging markets (per Actis, 2023), but these are integrated into business operations rather than a separate philanthropic vehicle.

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