Private wealth management and investment allocation advisory services for individuals.
+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: March 2026
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Leading organizations
Crystal
A
Private wealth management and investment advisory services for individuals and professionals.
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.
KMH Gestion Privée
A
Private wealth management and financial advisory services for individuals, business owners, expatriates, and non-profit organizations.
Initiatives identified among leaders
Mécénat fiscal pour associations animales et biodiversité via fonds Beluga
“Le fonds de dotation Beluga, administré par KMH, p...” - KMH Gestion PrivéeDéveloppement d'une offre financière intégrant des critères extra-financiers et ISR.
“Crystal propose une gamme de fonds immobiliers et ...” - CrystalSoutien à des programmes sociaux, santé, écologie et culturels
“Equance - Gestion Privée Internationale soutient d...” - Equance54% of similar organizations communicate on CSR issues
+567 initiatives collected from 108 similar organizations
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