
Private wealth management advisory services, including personalized audits, legal and financial advice, and access to wealth management tools.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, 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: December 2025
This analysis is not yet available in English. Please see the French version.
Leading organizations
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
KMH Gestion Privée
B
Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.
De Sancy Patrimoine
A
Patrimonial wealth management advisory services, including financial planning, tax optimization, and wealth transfer strategies.
Initiatives identified among leaders
Participation à une convention pour le climat
“Participation à la Convention des Entreprises pour...” - KMH Gestion PrivéeDéfinition d'une politique de durabilité
“De Sancy Patrimoine prend en compte les incidences...” - De Sancy PatrimoineAdhésion à une organisation pour contribuer à des projets environnementaux
“opéra • bureau de famille est entreprise mécène du...” - Opéra • bureau de famille48% of similar organizations communicate on CSR issues
+1443 initiatives collected from 100 similar organizations
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