CSR Analysis H&D Patrimoine
hdpatrimoine.frFinancial and investment advisory services for individuals, including retirement planning, tax optimization, real estate investment, capital growth, succession planning, and insurance.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
Sector data Finance, banque et assurances
39,563CSR initiatives analyzed in sector Finance, banque et assurances
4,123Companies in sector Finance, banque et assurances
1,815SMEs (10 to 250 employees) in sector Finance, banque et assurances
+160,000
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Detailed analysis by theme
Analysis by axis
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How are these scores calculated?
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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