
Providing wealth management services, including asset management, private equity, and real estate investments.
+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.
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
côme, le family office
B
Providing financial and patrimonial advisory services, asset management, real estate investments, and private equity.
Wakerstone
B
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
Union Bancaire Privée
A
Wealth and asset management for private and institutional clients, offering personalized wealth management services and diversified investment solutions.
Initiatives identified among leaders
Réduction de l'empreinte carbone des investissements
“Union Bancaire Privée réduit l'empreinte carbone d...” - Union Bancaire PrivéeConseiller les clients sur les problématiques ESG
“Wakerstone conseille les clients sur les problémat...” - WakerstoneEngagement auprès des entreprises pour améliorer leurs pratiques ESG
“Union Bancaire Privée engage des actions auprès de...” - Union Bancaire Privée53% of similar organizations communicate on CSR issues
+1962 initiatives collected from 100 similar organizations
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