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.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Crystal
A
Private wealth management and investment advisory services for individuals and professionals.
Initiatives identified among leaders
Développement d'une offre financière intégrant des critères extra-financiers et ISR.
“Crystal propose une gamme de fonds immobiliers et ...” - CrystalExclusion des entreprises violant les principes du Pacte mondial des Nations Unies
“MW Gestion a défini une politique d'exclusion basé...” - MW GestionExclusion des entreprises violant les principes du Pacte mondial des Nations Unies
“MW Gestion a défini une politique d'exclusion basé...” - MW Gestion54% of similar organizations communicate on CSR issues
+1858 initiatives collected from 118 similar organizations
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