Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
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: June 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Crystal
A
Private wealth management and investment advisory services for individuals and professionals.
KMH Gestion Privée
A
Private wealth management and financial advisory services for individuals, business owners, expatriates, and non-profit organizations.
Altessia Finance
B
Private wealth management advisory services, including financial planning, investment advice, and insurance brokering.
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 PrivéeDéveloppement d'une offre financière intégrant des critères extra-financiers et ISR.
“Crystal propose une gamme de fonds immobiliers et ...” - CrystalPromotion des ODD via des investissements à impact social et environnemental.
“Altessia Finance promeut la finance à impact en s'...” - Altessia Finance44% of similar organizations communicate on CSR issues
+899 initiatives collected from 272 similar organizations
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