
Wealth management services, including customized investment solutions, specializing in finance, real estate, and taxation.
+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: January 2026
This analysis is not yet available in English. Please see the French version.
B
The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.
Leading organizations
Valority Investissement
B
Wealth management, including real estate investment, financial planning, and property management.
Johnson Finance
B
Wealth management advisory services, including savings, tax optimization, real estate, diversification, and corporate treasury.
Banque Transatlantique
A
Financial and wealth management services, including investment advice, wealth management solutions, and tax analysis.
Initiatives identified among leaders
Création d'un fonds de dotation pour soutenir des projets d'intérêt général
“Création d'un fonds de dotation pour soutenir des ...” - Banque TransatlantiqueCréation d'un fonds de dotation pour soutenir des projets d'intérêt général
“Création d'un fonds de dotation pour soutenir des ...” - Banque TransatlantiqueDéveloppement d'une offre commerciale pour investir dans l'industrie verte
“Valority Investissement propose un plan d'épargne ...” - Valority Investissement42% of similar organizations communicate on CSR issues
+720 initiatives collected from 135 similar organizations
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