
Private asset management and investment advisory services, including portfolio management and dedicated funds.
+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
Montpensier Finance
B
Asset management and private wealth management, offering a range of investment funds across various sectors and asset types.
côme, le family office
B
Providing financial and patrimonial advisory services, asset management, real estate investments, and private equity.
Opéra • bureau de famille
B
Private wealth management, including optimization and securing of assets, financial advice, and administrative support.
Initiatives identified among leaders
Adhésion à des initiatives pour la transition écologique
“Montpensier Finance a adhéré à des initiatives pou...” - Montpensier FinanceAdhésion à des initiatives pour la transition écologique
“Montpensier Finance a adhéré à des initiatives pou...” - Montpensier FinanceMise en place d'une stratégie climatique pour atteindre la neutralité carbone
“Montpensier Finance met en place une stratégie cli...” - Montpensier Finance68% of similar organizations communicate on CSR issues
+1817 initiatives collected from 50 similar organizations
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