
Private wealth management services including financial investments, real estate, retirement planning, social protection, and asset transmission.
+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.
Leading organizations
Meeschaert
A
Private wealth management, family office services, and asset management, including investments in listed securities, real estate, private equity, and structured products.
Visiance
B
Wealth management services including financial and real estate asset management, insurance, social protection, and patrimonial, tax, and financial engineering. We also provide consulting services to businesses and their executives.
Equance
B
Private wealth management and financial advisory services for individuals, families, business owners, and legal entities, including investment management, real estate investment, and tax advisory.
Initiatives identified among leaders
Développement d'une offre commerciale ISR
“Meeschaert lance le fonds MAM Sustain USA pour off...” - MeeschaertSoutien à des programmes sociaux, santé, écologie et culturels
“Equance - Gestion Privée Internationale soutient d...” - EquanceObtention d'un label de transparence
“Visiance a obtenu le label de transparence décerné...” - Visiance55% of similar organizations communicate on CSR issues
+806 initiatives collected from 116 similar organizations
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