Wealth management and financial planning for private clients, including investment strategies, retirement planning, and tax optimization.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Swiss Life Wealth Managers's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
+250,000
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
Rathbones
A
Wealth management and financial planning services for private clients, charities, trustees, and professional partners, including investment management and tax planning.
Climb
B
Wealth management and investment advisory services, including tax optimization and personalized financial planning for individuals and families.
Alter finances
B
Wealth management consulting, including financial and real estate investments, tax optimization, and retirement planning.
Initiatives identified among leaders
Quatre principes directeurs pour un investissement responsable et transparent
“Rathbones s'appuie sur quatre principes fondamenta...” - RathbonesVote contre les rapports annuels pour forcer la transparence sur l'esclavage moderne dans les chaînes d'approvisionnement.
“Rathbones utilise le vote actionnarial pour promou...” - RathbonesVote contre les rapports annuels pour forcer la transparence sur l'esclavage moderne dans les chaînes d'approvisionnement.
“Rathbones utilise le vote actionnarial pour promou...” - Rathbones50% of similar organizations communicate on CSR issues
+1002 initiatives collected from 246 similar organizations
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