
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
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Montpensier Arbevel
B
Asset management and private management services, offering a range of investment funds across various sectors and asset types.
Initiatives identified among leaders
Financement d’un groupe spécialisé en autoconsommation et stockage d’énergie solaire.
“Montpensier Arbevel, via son fonds ADP PME II, par...” - Montpensier ArbevelUtilisation de la notation ESG MSCI pour évaluer et ajuster les investissements
“Montpensier Arbevel utilise la notation ESG MSCI p...” - Montpensier ArbevelRéduction de l'empreinte carbone
“rhetores finance s'engage à réduire son empreinte ...” - Rhétorès Finance56% of similar organizations communicate on CSR issues
+1389 initiatives collected from 57 similar organizations
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