Private wealth management, family office services, and asset management, including investments in listed securities, real estate, private equity, and structured products.
+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
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Rhétorès Finance
B
Providing wealth management services, including asset management, private equity, and real estate investments.
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
Initiatives identified among leaders
Partage de la valeur avec les salariés associés
“Rhétorès Finance partage la valeur avec les salari...” - Rhétorès FinanceManagement positif et partage de la valeur
“rhetores finance mise en place une politique de ge...” - Rhétorès FinanceObtention d'une certification pour renforcer la confiance des clients
“Obtention d'une certification pour renforcer la co...” - Rhétorès Finance65% of similar organizations communicate on CSR issues
+439 initiatives collected from 75 similar organizations
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