Providing wealth management advice and investment solutions for private and professional investors.
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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: December 2025
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Gestion de Patrimoine
B
Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Initiatives identified among leaders
Développer des solutions innovantes pour la reforestation et les investissements d'impact
“Développement de solutions innovantes pour la refo...” - Indosuez Wealth ManagementSoutien financier à des projets de lutte contre le changement climatique
“Indosuez Wealth Management soutient financièrement...” - Indosuez Wealth ManagementExclure les actifs impliqués dans l'extraction de combustibles fossiles
“Cleerly exclut les actifs impliqués dans l'extract...” - Cleerly44% of similar organizations communicate on CSR issues
+1659 initiatives collected from 100 similar organizations
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