White paper: Patrimonia x Figen AI
White Paper 2025 – Patrimonia Conferences
Discover the major trends, expert analyses and insights from Patrimonia's 2025 conferences.
This white paper is the result of a partnership between PATRIMONIA and FIGEN AI. It was created using artificial intelligence. Discover the enhanced report of the 2025 PATRIMONIA conferences by FIGEN AI.
A decision support tool
This white paper does not simply transcribe the conferences; it presents:
- Analyses and comments from participants
- Key trends for 2026
- Warnings about the legal framework
- Concrete avenues for strategic adaptation
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Why download this white paper?
A strategic analysis of the major changes of 2025
Each year, PATRIMONIA brings together key players in wealth management and asset management.
This white paper summarizes the most significant presentations and strategic discussions from the 2025 conference program.
This white paper summarizes the most significant presentations and strategic discussions from the 2025 conference program.
This white paper will help you to:
🌍 Integrating new global risks
Rising political and international tensions, public deficits, market instability… Strategic information to take into account the current geopolitical context
🏢 Understanding the new real estate cycle
Real estate investment trusts (REITs), valuations, credit, the housing market, offices… What strategies should be adopted after the market correction? What risks should be factored in?
₿ Evaluate the role of Bitcoin and Bitcoin ETFs
Speculative asset or the new digital gold?
What are its wealth management uses? What regulatory approach is needed? What role should wealth management advisors play?
What are its wealth management uses? What regulatory approach is needed? What role should wealth management advisors play?
🤝 Deciphering the concentration of wealth management advisors in networks
Mergers, platforms, practice transfers, structuring of the profession… Does the future lie in critical mass? What opportunities are there for independent practitioners?