Annual convention for wealth management professionals, featuring partner meetings, networking, training, and market trend discussions.
A
CSR Analysis score
The organization is among the top 5% of organizations with the most committed CSR positioning, among comparable organizations.
+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
CNCGP - Chambre Nationale des Conseils en Gestion de Patrimoine
A
Professional association representing wealth management advisors, providing resources, training, and networking opportunities.
KAYS Wealth Management
B
Wealth management services including financial and real estate investment advice. The company offers a global approach to address clients' life problems and objectives, prioritizing prudence and impartiality in partner selection and recommendations.
IPEM
B
Organizing networking events for private markets, connecting industry leaders, investors, advisors, and service providers globally.
Initiatives identified among leaders
Évaluation et réduction de l'empreinte carbone liée aux déplacements des participants
“IPEM réalise une évaluation de son empreinte carbo...” - IPEMLancement d'une stratégie environnementale pour réduire l'impact de l'industrie du capital privé
“IPEM a lancé une initiative appelée 'IPEM Going Gr...” - IPEMÉvaluation et réduction de l'empreinte carbone liée aux déplacements des participants
“IPEM réalise une évaluation de son empreinte carbo...” - IPEM48% of similar organizations communicate on CSR issues
+70 initiatives collected from 50 similar organizations
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