Private wealth management and investment allocation advisory services for individuals.
+160,000
Total organizations analyzedAnalysis by axis
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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
This analysis is not yet available in English. Please see the French version.
Leading organizations
KMH Gestion Privée
B
Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.
L&A Finance
B
Private wealth management advisory services, including personalized audits, legal and financial advice, and access to wealth management tools.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Initiatives identified among leaders
Définition d'une politique d'investissement responsable
“Définition d'une politique d'investissement respon...” - KMH Gestion PrivéeAdhésion à une organisation pour contribuer à des projets environnementaux
“opéra • bureau de famille est entreprise mécène du...” - Opéra • bureau de familleParticipation à une convention pour le climat
“Participation à la Convention des Entreprises pour...” - KMH Gestion Privée49% of similar organizations communicate on CSR issues
+923 initiatives collected from 109 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports