Wealth and asset management for private and institutional clients, offering personalized wealth management services and diversified investment solutions.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, among comparable organizations.
+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
MW Gestion
B
Financial asset management and wealth management for private clients, offering a diversified and high-end range of services.
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Initiatives identified among leaders
Développement d'une gamme d'investissements alignés sur des critères ESG
“Indosuez Wealth Management propose des solutions d...” - Indosuez Wealth ManagementSuivi mensuel ESG par comité dédié et publication de la charte ESG
“MW Gestion publie un rapport sur sa politique ESG,...” - MW GestionFonds d'investissement pour la reforestation en Espagne et offre d'investissement à impact en France.
“Indosuez en Espagne a lancé, en partenariat avec R...” - Indosuez Wealth Management51% of similar organizations communicate on CSR issues
+2250 initiatives collected from 121 similar organizations
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