Financial and wealth management services for clients, including financial advice, investment strategies, and wealth planning.
C
CSR Analysis score
The organization is among the 50% most committed organizations, excluding the top 20%, 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: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Banque Transatlantique
A
Financial and wealth management services, including investment advice, wealth management solutions, and tax analysis.
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
AS Finance Conseil
B
Wealth management and financial investment advisory services, including personalized strategies for asset growth, preservation, and transmission.
Initiatives identified among leaders
Publication annuelle du rapport d’activité de la Fondation.
“Indosuez Wealth Management publie régulièrement le...” - Indosuez Wealth ManagementDéfinition d'une politique de gestion responsable
“Banque Transatlantique définit une politique de ge...” - Banque TransatlantiqueFonds d'investissement pour la reforestation en Espagne et offre d'investissement à impact en France.
“Indosuez en Espagne a lancé, en partenariat avec R...” - Indosuez Wealth Management44% of similar organizations communicate on CSR issues
+889 initiatives collected from 169 similar organizations
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