Private wealth management and investment advisory services for individuals and professionals.
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
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Even fo
B
Private wealth management and investment allocation advisory services for individuals.
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
KMH Gestion Privée
A
Private wealth management and financial advisory services for individuals, business owners, expatriates, and non-profit organizations.
Initiatives identified among leaders
Mécénat fiscal pour associations animales et biodiversité via fonds Beluga
“Le fonds de dotation Beluga, administré par KMH, p...” - KMH Gestion PrivéeSoutien à des programmes sociaux, santé, écologie et culturels
“Equance - Gestion Privée Internationale soutient d...” - EquanceIntégration des critères ESG dans les stratégies d’investissement patrimonial
“KMH Gestion Privée intègre les enjeux climatiques ...” - KMH Gestion Privée48% of similar organizations communicate on CSR issues
+861 initiatives collected from 241 similar organizations
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