
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.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, 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
Traditia
B
Wealth management services including financial and real estate investment advice, tax optimization, health and providence, social protection and collective insurance, corporate financial engineering, and associative and cultural heritage.
Indosuez Wealth Management
A
Wealth management and financial services for private clients, families, and entrepreneurs. Expert advice, investment solutions, and asset management.
Odin Capital
B
Wealth management services, including customized investment solutions, specializing in finance, real estate, and taxation.
Initiatives identified among leaders
Développer des solutions innovantes pour la reforestation et les investissements d'impact
“Développement de solutions innovantes pour la refo...” - Indosuez Wealth ManagementRapport de transparence sur les risques de durabilité
“Traditia publie un rapport de transparence sur les...” - TraditiaDéfinition d'une politique de responsabilité sociétale
“Indosuez Wealth Management définit une politique d...” - Indosuez Wealth Management49% of similar organizations communicate on CSR issues
+445 initiatives collected from 117 similar organizations
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