
Wealth management services offering global and multidisciplinary patrimonial advice. Customized solutions aligned with clients' patrimony, family history, and specific objectives.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, among comparable organizations.
+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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Ciméa Patrimoine
B
Wealth management advisory services for families, including asset constitution, development, management, and transmission. Global patrimonial strategy services.
Haussmann Patrimoine
A
Wealth management advisory services, including financial and real estate investment solutions, global patrimonial support, insurance contract management, real estate transactions, patrimonial engineering, family office services, and tax optimization.
Novalfi
B
Wealth management services, including financial and real estate investments, and patrimonial strategy consulting.
Initiatives identified among leaders
Sponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann PatrimoineSélection des instruments financiers basée sur critères SFDR et taxonomie environnementale.
“CIMEA PATRIMOINE prend en compte les facteurs de d...” - Ciméa PatrimoineSponsoring et dons à des associations caritatives en 2020 et 2021
“Haussmann Patrimoine a sponsorisé un équipage part...” - Haussmann Patrimoine49% of similar organizations communicate on CSR issues
+233 initiatives collected from 149 similar organizations
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