CSR Analysis Groupe HubSYS
gestion-patrimoine.financeGrouping of independent wealth management advisory firms, promoting their expertise and improving the profession's image.
Grouping of independent wealth management advisory firms, promoting their expertise and improving the profession's image.
+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: May 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
CNCGP - Chambre Nationale des Conseils en Gestion de Patrimoine
A
Professional association representing wealth management advisors, providing resources, training, and networking opportunities.
CGP Entrepreneurs
B
Support and consulting services for independent wealth management advisory firms (CGP). Assistance for legal and accounting professionals looking to spin off a wealth management advisory activity. Support for the creation of CGP firms.
Alcgp
B
Independent wealth management firm offering customized solutions for investment diversification, responsible investing, tax optimization, and estate planning.
Initiatives identified among leaders
Publication d'un guide pour éduquer aux critères ESG en gestion de patrimoine
“La CNCGP a publié un 'Guide pratique de la durabil...” - CNCGP - Chambre Nationale des Conseils en Gestion de PatrimoineRespect des droits des travailleurs et promotion de la diversité
“Alcgp s’engage à respecter les droits fondamentaux...” - AlcgpPromotion de la diversité et de l’inclusion dans l’environnement de travail
“Alcgp s’engage à promouvoir la diversité et l’incl...” - Alcgp50% of similar organizations communicate on CSR issues
+251 initiatives collected from 50 similar organizations
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