Private banking services including wealth management, asset management, and financial advisory for entrepreneurs and families.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, 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: July 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Banque Wormser Frères
B
Private banking services including wealth management, project financing, and customized financial solutions for entrepreneurs, families, real estate professionals, and finance and consulting actors.
Banque Transatlantique
B
Private banking and wealth management services for families, entrepreneurs, expatriates, large foundations, and associations.
Milleis Banque
A
Private banking and wealth management services for high-net-worth individuals, including financial planning, investment advice, and asset management.
Initiatives identified among leaders
Publication d'un rapport de durabilité selon les normes ESRS.
“Milleis Banque publie un rapport de durabilité cou...” - Milleis BanqueObtention statut Société à mission en 2024 pour intégrer impact social et environnemental.
“Banque Wormser Frères a obtenu le statut de Sociét...” - Banque Wormser FrèresGestion de fonds philanthropiques pour projets sociaux, culturels et environnementaux.
“Le Fonds de Dotation Transatlantique gère plusieur...” - Banque Transatlantique78% of similar organizations communicate on CSR issues
+634 initiatives collected from 50 similar organizations
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