Financial and wealth management services for clients, including financial advice, investment strategies, and wealth planning.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, 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: December 2025
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.
Maison Herez
B
Wealth management services, including financial planning, investment selection, and management for clients.
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Initiatives identified among leaders
Soutien financier à des projets de lutte contre le changement climatique
“Indosuez Wealth Management soutient financièrement...” - Indosuez Wealth ManagementDéfinition d'une politique de gestion responsable
“Banque Transatlantique définit une politique de ge...” - Banque TransatlantiqueEngagement pour une économie plus responsable et inclusive
“Indosuez Wealth Management s'engage pour une écono...” - Indosuez Wealth Management44% of similar organizations communicate on CSR issues
+509 initiatives collected from 100 similar organizations
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