
Financial asset management and wealth management for private clients, offering a diversified and high-end range of services.
+160,000
Total organizations analyzedAnalysis by axis
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Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: April 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Montpensier Finance
B
Asset management and private wealth management, offering a range of investment funds across various sectors and asset types.
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Initiatives identified among leaders
Développement d'une gamme d'investissements alignés sur des critères ESG
“Indosuez Wealth Management propose des solutions d...” - Indosuez Wealth ManagementSoutien à des initiatives pour le climat et la biodiversité
“Soutien à des initiatives pour le climat et la bio...” - Montpensier FinancePublication rapport développement durable annuel 2024
“Indosuez Wealth Management publie un rapport de dé...” - Indosuez Wealth Management54% of similar organizations communicate on CSR issues
+1805 initiatives collected from 59 similar organizations
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