Investment and wealth management platform offering diversified investment products and quantitative analysis for portfolio optimization.
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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: December 2025
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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
Union Bancaire Privée
A
Wealth and asset management for private and institutional clients, offering personalized wealth management services and diversified investment solutions.
VEGA Investment Managers
B
Asset management company specializing in customized wealth management, offering diversified and responsible investment solutions.
Hubfinance
B
Exclusive platform for wealth management and finance professionals, facilitating connections, generating leads, and providing performance analytics.
Initiatives identified among leaders
Réduction de l'empreinte carbone des investissements
“Union Bancaire Privée réduit l'empreinte carbone d...” - Union Bancaire PrivéeAdhésion à des initiatives pour l'investissement responsable
“VEGA Investment Managers a adhéré à des initiative...” - VEGA Investment ManagersEngagement auprès des entreprises pour améliorer leurs pratiques ESG
“Union Bancaire Privée engage des actions auprès de...” - Union Bancaire Privée53% of similar organizations communicate on CSR issues
+2316 initiatives collected from 100 similar organizations
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