CSR Positioning Wakerstone | initiatives and commitments

Sector data Finance, banque et assurances

39,563CSR initiatives analyzed in sector Finance, banque et assurances

4,123Companies in sector Finance, banque et assurances

1,815SMEs (10 to 250 employees) in sector Finance, banque et assurances

+160,000

Total organizations analyzed

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How are these scores calculated?

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

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Last update: December 2025

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Competitive analysis

Leading organizations

Opéra • bureau de famille

Private wealth management, including optimization and securing of assets, financial advice, and administrative support.

Traditia

Wealth management services including financial and real estate investment advice, tax optimization, health and providence, social protection and collective insurance, corporate financial engineering, and associative and cultural heritage.

KMH Gestion Privée

Private wealth management and financial advisory services for individuals, business leaders, expatriates, and institutional clients.

Initiatives identified among leaders

Création d'un fonds de dotation pour soutenir des associations

“Création d'un fonds de dotation pour soutenir des ...” - KMH Gestion Privée

Développement de produits financiers durables

“opéra • bureau de famille propose des produits fin...” - Opéra • bureau de famille

Organisation d'un prix pour récompenser des actions de préservation du patrimoine

“Traditia organise un prix pour récompenser des act...” - Traditia

51% of similar organizations communicate on CSR issues

+1311 initiatives collected from 100 similar organizations

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CSR Analysis Wakerstone

CSR / Transition Solutions

Sector data Finance, banque et assurances