
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
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
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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
Union Bancaire Privée
A
Wealth and asset management for private and institutional clients, offering personalized wealth management services and diversified investment solutions.
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
KMH Gestion Privée
B
Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.
Initiatives identified among leaders
Réduction de l'empreinte carbone des investissements
“Union Bancaire Privée réduit l'empreinte carbone d...” - Union Bancaire PrivéeMise en place d'un cadre de gestion des risques de durabilité
“Union Bancaire Privée met en place un cadre de ges...” - Union Bancaire PrivéeDéfinition d'une politique d'investissement responsable
“Définition d'une politique d'investissement respon...” - KMH Gestion Privée45% of similar organizations communicate on CSR issues
+833 initiatives collected from 166 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports