Patrimonia, the major event for wealth management professionals
A unifying event for the entire heritage ecosystem
Every year, PATRIMONIA brings together all wealth management professions (wealth management advisors, private bankers, family offices, etc.) with providers of savings and financial or real estate investment products for a two-day event in Lyon. Both sides discover new partners to distribute their products and expand their portfolios.
More than 100 presentations are offered (plenary conferences, expert debates, professional advice, training, etc.) to inform attendees about the latest financial market news, new investments, legislative developments, and industry challenges. The common goal is to better meet customer expectations and help them discover new opportunities.
The Convention in figures
Wealth management professionals
Partners-Exhibitors
Speeches
9 sectors represented to meet the needs of professionals
The history of Patrimonia
Over 30 years serving heritage professionals
From 8 exhibiting partners in 1994 to nearly 380 in 2024, Patrimonia now offers you the opportunity to meet the entire wealth management ecosystem in one place.
Over the past 30 years, the Convention has successfully met several challenges, such as the health crisis, while maintaining a wide range of investment options for your clients. Today, Patrimonia is the leading event for the profession, thanks to the diversity of financial sectors it covers and its expertise on current topics.
A convention that has been constantly evolving since 1994
