
Private banking and wealth management services, including investment, retirement planning, estate planning, tax optimization, and business valuation.
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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: January 2026
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Banque Wormser Frères
B
Private banking services including wealth management, project financing, and customized financial solutions for entrepreneurs, families, real estate professionals, and finance and consulting actors.
Banque Hottinguer
B
Private banking, asset management, and investment banking services for individuals and businesses.
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.
Initiatives identified among leaders
Développement de la finance à impact
“Banque Hottinguer soutient le développement de la ...” - Banque HottinguerObtention statut Société à mission en 2024 pour intégrer impact social et environnemental.
“Banque Wormser Frères a obtenu le statut de Sociét...” - Banque Wormser FrèresEngagement pour l'inclusion sociétale
“Banque Hottinguer s'engage pour l'inclusion sociét...” - Banque Hottinguer55% of similar organizations communicate on CSR issues
+904 initiatives collected from 74 similar organizations
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