Asset management company specializing in customized wealth management, offering diversified and responsible investment solutions.
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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
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B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Andera Partners
A
Asset management firm specializing in private equity, offering a range of well-defined investment strategies.
Union Bancaire Privée
A
Wealth and asset management for private and institutional clients, offering personalized wealth management services and diversified investment solutions.
Audacia
B
Independent asset management company offering innovative and diversified investment solutions for private investors, family offices, and institutional investors.
Initiatives identified among leaders
Financement de projets de transition énergétique
“Andera Partners a levé 233 millions d'euros pour s...” - Andera PartnersRéduction de l'empreinte carbone des investissements
“Union Bancaire Privée réduit l'empreinte carbone d...” - Union Bancaire PrivéeDéveloppement d'une politique ESG
“Audacia met en place une politique ESG pour intégr...” - Audacia70% of similar organizations communicate on CSR issues
+7544 initiatives collected from 100 similar organizations
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