Date of signature : 06/18/2026
- Signatory of the Sustainable IT Charter
- Signatory of the Responsible AI Charter
Small/Medium-sized Enterprises (10 to 250 employees)
Studies and advice
54 contributors
PARIS, France
metagram@metagram-gp.com
Presentation
Forte d’une implantation régionale en France, métagram Gestion Privée accompagne dans la gestion de leur patrimoine les clients privés, les chefs d’entreprise et les professions libérales, à chaque étape de leur vie, autant personnelle que professionnelle.
Une cinquantaine de professionnels du patrimoine affiche une expérience de plus de trente ans dans ce domaine, et est dédiée à la gestion de nos 5000 clients.
Notre force trouve ses racines auprès de femmes et d’hommes chefs d’entreprise bien implantés en région, autonomes, qui se sont associés au sein d’une aventure entrepreneuriale d’envergure nationale.
Avec une vision claire de vos attentes et de vos enjeux, et grâce à notre lien de proximité, nous mettons ces trente années d’expérience, ainsi que les liens interprofessionnels que nous avons tissés, à votre service.
Parce que votre situation évolue, cet accompagnement s‘inscrit sur le long terme.
Nous sommes présents à vos côtés pour rendre compte des actions mises en place sur sur votre patrimoine, afin de les adapter et de les actualiser à vos enjeux.
Enfin, parce que nous portons une responsabilité sociétale forte, nous exerçons notre métier de Conseillers en Gestion de Patrimoine dans une démarche responsable.
Planned commitments and actions
- Raise awareness on Sustainable IT (e.g. information workshop, MOOC, dissemination of good practice guides)
- Implementing data governance of your organisation and GDPR compliance or by following the principles of the GDPR in compliance with locally applicable data protection rules locally applicable data protection rules for other countries
- Deployment of a security plan for its digital environments (antivirus, VPN, supplier audits, permanent monitoring)
- Evaluate the robustness of its infrastructures (regular tests) and prioritise European infrastructures
- Manage my fleet with an inventory by category
- Favour the purchase of sustainable equipment (reparability and durability criteria)
- Integrate environmental requirements in my calls for tender and establish a dialogue and measurement elements over the duration of the service with my suppliers
- Ensuring that its suppliers and service providers comply with their GDPR requirements or follow the principles of the GDPR in compliance with locally applicable data protection rules for other countries, environmental, social and diversity
- Avoid unnecessary energy consumption e.g. by switching off at night, weekends and holidays
- Favouring low-impact energy sources
- Plan the archiving and cleaning of data with its teams to reduce their environmental footprint
- Ensure the development of useful and efficient digital services
- Facilitate the proper semantic understanding of its digital services in a clear and educational language
- Favour the use of local and European tools in order to encourage the consolidation of players who respect the sovereignty of European data
- Encouraging territorial innovations by testing and deploying social and environmental digital products and services
Actions started
- Communicate to its stakeholders on the actions taken
- Implementing data governance of your organisation and GDPR compliance or by following the principles of the GDPR in compliance with locally applicable data protection rules locally applicable data protection rules for other countries
- Deployment of a security plan for its digital environments (antivirus, VPN, supplier audits, permanent monitoring)
- Evaluate the robustness of its infrastructures (regular tests) and prioritise European infrastructures
- Manage my fleet with an inventory by category
- Integrate environmental requirements in my calls for tender and establish a dialogue and measurement elements over the duration of the service with my suppliers
- Ensuring that its suppliers and service providers comply with their GDPR requirements or follow the principles of the GDPR in compliance with locally applicable data protection rules for other countries, environmental, social and diversity
- Avoid unnecessary energy consumption e.g. by switching off at night, weekends and holidays
- Ensure the development of useful and efficient digital services
- Facilitate the proper semantic understanding of its digital services in a clear and educational language
- Favour the use of local and European tools in order to encourage the consolidation of players who respect the sovereignty of European data
- Encouraging territorial innovations by testing and deploying social and environmental digital products and services