
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
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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
Union Bancaire Privée
A
Wealth and asset management for private and institutional clients, offering personalized wealth management services and diversified investment solutions.
La Financière d'Orion
B
Financial and wealth management services for clients, including financial advice, investment strategies, and wealth planning.
PERENNITY Stratégie & Patrimoine
B
Financial and wealth management advisory services for entrepreneurs, individuals, families, and independent professionals.
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'entreprise responsable
“PERENNITY Stratégie & Patrimoine a défini une poli...” - PERENNITY Stratégie & Patrimoine48% of similar organizations communicate on CSR issues
+957 initiatives collected from 100 similar organizations
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