Support and consulting services for independent wealth management advisory firms (CGP). Assistance for legal and accounting professionals looking to spin off a wealth management advisory activity. Support for the creation of CGP firms.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, 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: January 2026
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Leading organizations
Nortia
B
Providing innovative patrimonial solutions for wealth management advisors (CGP). Services include patrimonial engineering, financial engineering, commercial support, and back-office assistance. Product range covers life insurance, securities accounts, real estate, providence, and retirement.
Maubourg Patrimoine
A
Independent financial advisory services for families, liberal professions, and business owners, focusing on financial investments, retirement planning, tax optimization, and wealth transmission.
Rothschild & Co
B
Independent financial services including M&A advisory, wealth management, asset management, and alternative investments.
Initiatives identified among leaders
Démarche de labélisation ISR immobilier
“Maubourg patrimoine a mis en place une démarche de...” - Maubourg PatrimoineAmélioration de l'efficacité énergétique
“Maubourg Patrimoine améliore l'efficacité énergéti...” - Maubourg PatrimoineStage en ESG
“Rothschild & Co propose un stage en ESG pour les é...” - Rothschild & Co32% of similar organizations communicate on CSR issues
+95 initiatives collected from 50 similar organizations
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