
Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.
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
DeCarion
B
Private wealth management and family office services for expatriates, talents, athletes, business leaders, and individuals with complex financial situations.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Initiatives identified among leaders
DeCarion propose des investissements responsables et durables
“DeCarion propose des investissements responsables ...” - DeCarionDeCarion propose des investissements responsables et durables
“DeCarion propose des investissements responsables ...” - DeCarionConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - Wakerstone55% of similar organizations communicate on CSR issues
+1268 initiatives collected from 100 similar organizations
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