CSR Positioning KG Patrimoine | 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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Our analysis of CSR engagements at KG Patrimoine

This analysis is not yet available in English. Please see the French version.

Sources analyzed
(3 documents)

CSR analysis score of kg-patrimoine.fr

The organization is among the top 20% of organizations with the most committed CSR communication, excluding the top 5%, among comparable organizations.

How our score is calculated?

Competitive analysis

Leading organizations

Gestion de Patrimoine

Providing wealth management advice for individuals and professionals, including savings planning, tax reduction, real estate investment, and business management.

Groupe HubSYS

Providing wealth management advice, retirement planning, investment strategies, tax optimization, private management, and guidance for business leaders.

Neofa

Providing financial advisory services for wealth management, including investments, tax optimization, real estate investments, retirement planning, and estate planning.

Initiatives identified among leaders

Investissement dans des fonds thématiques

“Groupe HubSYS propose un fonds thématique appelé G...” - Groupe HubSYS

Investissement dans des fonds thématiques

“Groupe HubSYS propose un fonds thématique appelé G...” - Groupe HubSYS

44% of similar organizations communicate on CSR issues

+420 initiatives collected from 100 similar organizations

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CSR Analysis KG Patrimoine

CSR / Transition Solutions

Sector data Finance, banque et assurances