
Private banking and wealth management services, including investment, retirement planning, estate planning, tax optimization, and business valuation.
+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: December 2025
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 Hottinguer
B
Private banking, asset management, and investment banking services for individuals and businesses.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Neuflize OBC
B
Private banking services including asset management, investment advisory, and financing for entrepreneurs and families.
Initiatives identified among leaders
Objectifs quantitatifs pour réduire les émissions de gaz à effet de serre
“Neuflize OBC a fixé des objectifs quantitatifs pou...” - Neuflize OBCCréation d'un fonds de dotation pour soutenir des initiatives durables
“Banque Hottinguer a créé un fonds de dotation pour...” - Banque HottinguerConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - Wakerstone52% of similar organizations communicate on CSR issues
+1566 initiatives collected from 100 similar organizations
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