Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
+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
This analysis is not yet available in English. Please see the French version.
Leading organizations
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Meeschaert
A
Private wealth management, family office services, and asset management, including investments in listed securities, real estate, private equity, and structured products.
Initiatives identified among leaders
Développement d'une offre commerciale ISR
“Meeschaert lance le fonds MAM Sustain USA pour off...” - MeeschaertConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - WakerstoneMéthode de sélection ISR des entreprises
“Meeschaert développe une méthode de sélection ISR ...” - Meeschaert51% of similar organizations communicate on CSR issues
+1279 initiatives collected from 146 similar organizations
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