Wealth management, including real estate investments, life insurance, retirement planning, and financial investments. The company offers investment solutions for individuals and businesses, including SCPI, life insurance contracts, and retirement savings plans.
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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
Valority Investissement
B
Wealth management, including real estate investment, financial planning, and property management.
Swiss Life France
A
Life insurance and wealth management solutions, including retirement savings, health insurance, and property protection.
Gan Patrimoine
B
Wealth management advice, including life insurance, savings, retirement, and provision services for individuals.
Initiatives identified among leaders
Développement de la formation et de la gestion des carrières
“Assurance vie et solutions de prévoyance a dévelop...” - Swiss Life FranceOffre d'épargne responsable
“Gan Patrimoine propose une offre d'épargne respons...” - Gan PatrimoineIntégration des critères ESG dans la gouvernance
“Assurance vie et solutions de prévoyance intègre l...” - Swiss Life France55% of similar organizations communicate on CSR issues
+2413 initiatives collected from 100 similar organizations
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