Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
+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: 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
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.
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Financière d'Uzès
B
Financial management and investment services for individuals and entrepreneurs, including wealth management, tax optimization, and business financing.
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 ManagementCommunication de la performance extra-financière des fonds
“Communication de la performance extra-financière d...” - Maubourg PatrimoineEngagement pour une économie plus responsable et inclusive
“Indosuez Wealth Management s'engage pour une écono...” - Indosuez Wealth Management37% of similar organizations communicate on CSR issues
+495 initiatives collected from 100 similar organizations
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