Private wealth management, including patrimonial structuring, optimization, and transmission for entrepreneurs, liberal professionals, 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
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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
AD Maiora
B
Private wealth management services, including patrimony creation, structuring, and transmission, with a focus on sustainable and responsible finance.
B Durand Capital Partners
B
Wealth management, real estate strategy, and patrimonial and tax structuring for high net worth individuals and families.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Initiatives identified among leaders
Questionnaire client incluant désormais des critères de durabilité pour les investissements
“AD Maiora a ajouté une section sur les préférences...” - AD MaioraPromotion d'une pétition pour exclure énergies fossiles des fonds ISR
“AD Maiora, membre des Acteurs de la Finance Respon...” - AD MaioraSélection des investissements selon critères extra-financiers choisis par les clients.
“AD Maiora sélectionne des investissements en fonct...” - AD Maiora51% of similar organizations communicate on CSR issues
+523 initiatives collected from 107 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports