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.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, 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: January 2026
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.
KAYS Wealth Management
B
Wealth management services including financial and real estate investment advice. The company offers a global approach to address clients' life problems and objectives, prioritizing prudence and impartiality in partner selection and recommendations.
Initiatives identified among leaders
Développement de la formation et de la gestion des carrières
“Assurance vie et solutions de prévoyance a dévelop...” - Swiss Life FranceDéveloppement d'une offre commerciale pour investir dans l'industrie verte
“Valority Investissement propose un plan d'épargne ...” - Valority InvestissementDéfinition de valeurs et d'un engagement éthique
“KAYS Wealth Management a défini des valeurs et un ...” - KAYS Wealth Management56% of similar organizations communicate on CSR issues
+891 initiatives collected from 50 similar organizations
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