Private wealth management services, including creation, structuring, and transmission of assets, with a focus on socially responsible finance and personalized client relationships.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including AD Maiora's, to extract CSR initiatives and communications containing risky environmental claims.
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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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Rhétorès Finance
B
Private wealth management, including asset management, private equity, and real estate investments.
Meeschaert
B
Private wealth management, family office services, and asset management, including investments in listed securities, real estate, private equity, and structured products.
Talence Patrival
B
Private wealth management and investment advisory services for private investors, families, business leaders, and institutional clients.
Initiatives identified among leaders
Investissement dans des entreprises créatrices d'emplois en France
“Talence Gestion propose des investissements dans d...” - Talence PatrivalPublication annuelle d'un rapport sur les chaînes d'approvisionnement en métaux rares.
“Publication annuelle d’un rapport d’engagement sur...” - MeeschaertSoutien à l'association Hope
“rhetores finance soutient l'association Hope pour ...” - Rhétorès Finance69% of similar organizations communicate on CSR issues
+509 initiatives collected from 121 similar organizations
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