Personalized wealth management and financial planning services for individuals, families, and businesses.
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 Evelyn Partners'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: September 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Lexa
B
Personalized wealth management advisory services, including financial planning and investment solutions tailored to individual client needs.
Amicus Wealth Management
B
Provides personalized wealth management and financial advisory services, helping clients plan their finances, optimize investments, and achieve financial goals.
Rathbones
A
Wealth management, financial planning, and investment management services for individuals, families, businesses, and charities. Personalized solutions for managing, preserving, and growing wealth.
Initiatives identified among leaders
Engagements pour améliorer gouvernance et diversité des conseils d'administration.
“Rathbones a mené des engagements directs auprès de...” - RathbonesPromotion de la diversité et inclusion dans les conseils d'administration.
“Rathbones a ciblé des entreprises pour promouvoir ...” - RathbonesProgramme de collecte de fonds et participation à des événements caritatifs avec appui financier.
“Amicus Wealth Management encourage la participatio...” - Amicus Wealth Management64% of similar organizations communicate on CSR issues
+2255 initiatives collected from 266 similar organizations
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