
Private wealth management and family office services for expatriates, talents, athletes, business leaders, and individuals with complex financial situations.
+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
KMH Gestion Privée
B
Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.
Agora finance gestion privée
B
Private wealth management and multi-family office services, including financial, real estate, and tax engineering.
Meeschaert
A
Private wealth management, family office services, and asset management. Providing customized patrimonial management solutions, innovative investment placements, and long-term support for families and growing businesses.
Initiatives identified among leaders
Développement d'une offre commerciale ISR
“Meeschaert lance le fonds MAM Sustain USA pour off...” - MeeschaertCréation d'un fonds de dotation pour soutenir des associations
“Création d'un fonds de dotation pour soutenir des ...” - KMH Gestion PrivéeAdhésion à une initiative pour l'investissement responsable
“Agora finance gestion privée a adhéré aux Principe...” - Agora finance gestion privée50% of similar organizations communicate on CSR issues
+1397 initiatives collected from 100 similar organizations
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