Patrimonia 2026: The European Convention for Wealth management professionals
Patrimonia is France’s largest gathering of professionals in the wealth management industry: Certified Wealth Management Advisors (CGP), Certified Investment Advisors (CGPi), Family Offices, Private Asset Managers, Certified Public Accountants, Notaries, Brokers, Lawyers…
In 2025, for its 32nd edition, the Convention brought together 9,067 wealth management professionals from across France to meet with partners (real estate, SCPIs, private assets, insurance, management companies, etc.), network, attend training sessions, monitor the market, and understand market trends...
The 32nd Edition of Patrimonia: A Landmark Event for the Financial Sector
Key figures and impact of our Convention
Wealth Management Professionals in 2025
Partners & Exhibitors
Speeches
Relive the Highlights: The Patrimonia Experience in Pictures
An Event Held Under the High Patronage of the Ministry of the Economy
The Patrimonia Convention is organized under the patronage of the Ministry of the Economy, Finance, and Industrial and Digital Sovereignty
Book your accommodation in Lyon for the 33rd edition
Patrimonia is once again partnering with Voyages C. Mathez this year to assist you with your travel arrangements.
With over 90 years of experience in managing major events and extensive knowledge of the city of Lyon, Voyages C. Mathez can assist you with your accommodation arrangements. Whether you are a conference attendee, visitor, or exhibitor, you can book through the dedicated platform and take advantage of negotiated rates.
The official agency can also help you organize dinners and evening events, tours and excursions, transfers, and any other event-related needs.
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