Wealth management and financial planning services for private clients, charities, trustees, and professional partners, including investment management and tax planning.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Rathbones'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
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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Swiss Life Wealth Managers
B
Wealth management and financial planning for private clients, including investment strategies, retirement planning, and tax optimization.
RBC Wealth Management
A
Wealth management services for individuals, families, and institutions, including financial planning, asset management, and trust services.
Ascalon Finances
B
Wealth management and financial advisory services for individuals, business owners, and professionals, including capital management, tax optimization, retirement planning, and estate planning.
Initiatives identified among leaders
Intégration des facteurs climatiques dans la recherche et gestion d'investissements
“RBC Wealth Management intègre les facteurs ESG mat...” - RBC Wealth ManagementIntégration des facteurs climatiques dans la recherche et gestion d'investissements
“RBC Wealth Management intègre les facteurs ESG mat...” - RBC Wealth ManagementRapport annuel détaillant progrès et priorités en gouvernance actionnariale et durabilité.
“RBC Wealth Management a publié un rapport détailla...” - RBC Wealth Management55% of similar organizations communicate on CSR issues
+1360 initiatives collected from 259 similar organizations
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