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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
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.
Haussmann Patrimoine
B
Providing wealth management advice and investment solutions for private and professional investors.
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 ManagementMécénat pour une fondation environnementale
“Haussmann Patrimoine soutient la Fondation CEIBA e...” - Haussmann PatrimoineObtention d'une certification pour renforcer la confiance des clients
“Obtention d'une certification pour renforcer la co...” - Rhétorès Finance50% of similar organizations communicate on CSR issues
+1569 initiatives collected from 100 similar organizations
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