Wealth management services including patrimonial assessment, patrimonial engineering, and patrimonial follow-up. We offer various investments such as life insurance, private debt, tax optimization (Girardin), financial savings, and real estate through SCPI.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Investisseur Privé's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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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
CSConsulting
B
Wealth management services, including real estate investments, financial placements, and patrimonial management training.
Nouvelle Donne Patrimoine
B
Wealth management consulting, including patrimonial audit, strategy, and follow-up, as well as protection for vulnerable adults.
Montpensier Arbevel
A
Asset management and private wealth management, offering a range of investment funds including bonds, thematic equities, and European equities.
Initiatives identified among leaders
Approche ESG intégrée au Private Equity
“ARBEVEL intègre une approche ESG dans ses investis...” - Montpensier ArbevelIncitation des sociétés investies à s'engager sur des objectifs de réduction des émissions carbone
“ARBEVEL incite les sociétés investies à s'engager ...” - Montpensier ArbevelDéfinition d'une politique d'intégration de l'analyse ESG à la gestion collective
“ARBEVEL définit une politique d'intégration de l'a...” - Montpensier Arbevel50% of similar organizations communicate on CSR issues
+768 initiatives collected from 129 similar organizations
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