International wealth management services including investment advice, wealth structuring, and asset management for families, entrepreneurs, institutions, and external wealth managers.
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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
CI Financial
A
Global wealth and asset management advisory services for individuals and institutions.
Astyrian Patrimoine
B
Wealth management services for businesses, wealthy families, and private investors, including financial, legal, and tax advice, as well as investment solutions.
BCR Finances
A
Wealth management consulting for individuals, businesses, and self-employed professionals. Services include global wealth project management, taxation, and a multidisciplinary approach with external professionals.
Initiatives identified among leaders
Rapport mesurant l’impact environnemental des obligations vertes investies.
“Le rapport d’impact environnemental du Fonds d’obl...” - CI FinancialAccompagnement en structuration philanthropique et investissement 100% ISR/ESG
“Astyrian Patrimoine accompagne ses clients dans la...” - Astyrian PatrimoineProcessus de rétroaction pour améliorer l'accessibilité des services clients
“CI Financial a mis en place un processus de rétroa...” - CI Financial53% of similar organizations communicate on CSR issues
+151 initiatives collected from 76 similar organizations
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