Wealth management, real estate strategy, and patrimonial and tax structuring for high net worth individuals and families.
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
Access the detailed report with all sector benchmarks, in-depth competitive analysis and actionable recommendations.
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.
Leading organizations
Amplegest
A
Private asset management for high-net-worth individuals, including financial, legal, and tax audits, and customized patrimonial strategies.
Agora finance gestion privée
B
Private wealth management and multi-family office services, including financial, real estate, and tax engineering.
Eminence Patrimoine
B
Wealth management services for individuals and businesses, including patrimonial analysis, goal setting, and long-term optimization.
Initiatives identified among leaders
Adhésion à une initiative internationale pour l'investissement responsable
“Amplegest adhère à l’initiative internationale Cli...” - AmplegestAdhésion à des initiatives internationales pour la transparence environnementale
“Amplegest a adhéré à des initiatives international...” - AmplegestPublication d'un rapport sur l'engagement dans la finance responsable
“Agora finance gestion privée publie un rapport sur...” - Agora finance gestion privée43% of similar organizations communicate on CSR issues
+491 initiatives collected from 86 similar organizations
Is your score incomplete? Update your CSR information and improve your positioning.
Claim this page
Updated data
Personalized recommendations
Access complete data, competitive analyses and actionable recommendations for your clients.
Comprehensive sector benchmarks
Competitive data
Ready-to-use reports