Wealth management and human support. Financial analysis and tailored advice for professionals and individuals. Selection of high-performing financial solutions and products.
+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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The organization is among the top 5% of organizations with the most committed CSR communication, among comparable organizations.
Leading organizations
Indosuez Wealth Management
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Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Haussmann Patrimoine
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Providing wealth management advice and investment solutions for private and professional investors.
Banque Transatlantique
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Financial and wealth management services, including investment advice, wealth management solutions, and tax analysis.
Initiatives identified among leaders
Soutien financier à des projets de lutte contre le changement climatique
“Indosuez Wealth Management soutient financièrement...” - Indosuez Wealth ManagementDéfinition d'une politique de gestion responsable
“Banque Transatlantique définit une politique de ge...” - Banque TransatlantiqueMise en place d'une charte éthique
“Haussmann Patrimoine a mis en place une charte éth...” - Haussmann Patrimoine37% of similar organizations communicate on CSR issues
+394 initiatives collected from 81 similar organizations
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