Private wealth management consulting, operating three brands for private clients, investment professionals, and institutional clients.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, 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: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
KMH Gestion Privée
B
Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Agora finance gestion privée
A
Private wealth management and multi-family office services, including financial, real estate, and tax engineering.
Initiatives identified among leaders
Adhésion aux Principes pour l’Investissement Responsable (PRI) pour une gestion durable.
“Agora finance gestion privée a adhéré aux Principe...” - Agora finance gestion privéePromotion des principes des obligations vertes pour transparence écologique.
“Agora Finance met en avant les Green Bond Principl...” - Agora finance gestion privéeCréation d'un fonds de dotation pour soutenir des associations
“Création d'un fonds de dotation pour soutenir des ...” - KMH Gestion Privée54% of similar organizations communicate on CSR issues
+856 initiatives collected from 50 similar organizations
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