Private wealth management, structuring, optimization, and transmission of personal and professional assets for business leaders, liberal professions, and family groups.
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
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
KMH Gestion Privée
B
Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Initiatives identified among leaders
Création d'un fonds de dotation pour soutenir des associations
“Création d'un fonds de dotation pour soutenir des ...” - KMH Gestion PrivéeDéveloppement de produits financiers durables
“opéra • bureau de famille propose des produits fin...” - Opéra • bureau de familleCréation d'un fonds de dotation pour soutenir des associations
“Création d'un fonds de dotation pour soutenir des ...” - KMH Gestion Privée47% of similar organizations communicate on CSR issues
+418 initiatives collected from 76 similar organizations
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