Patrimonia Awards 2026: Celebrating Innovation in Wealth Management

Applications for the Patrimonia Awards are now open!

Wealth management advisors and exhibiting partners are in the spotlight at Patrimonia.

Seven awards ceremonies will be held to recognise the best among them.

This trophy will be awarded to the firm that has recorded the highest growth rate in turnover over the last two years (excluding external growth).

For this award, your ESG approach, the way in which you have digitised your processes (CRM, software, etc.) and your customer relationships are key

I am applying online for the CGP Awards

For these awards, the main criteria will be the quality of the entry and how it represents a genuine innovation in the market: originality, public interest, social utility, sustainability and technical relevance.

The award will be given to the exhibiting company whose project is deemed to be the most relevant in terms of quality and its status as a truly exemplary project on the market (the company's overall commitment to the project, team support and integration, impact on beneficiaries, etc.).

What matters is the quality of the service and the project, and how it provides real added value for CGPs, thereby improving customer satisfaction (satisfaction assessment, ease of access to services, creation of social ties between the company and CGPs, impact of operations, etc.).

I am applying online for the Partner Awards

Professional recognition

Your application will be assessed by industry experts. Your expertise will therefore be recognised at its true value.

Visibility

The winners and nominees will be featured on our communication channels (website, social media and email campaigns) and those of our media partner (newsletter and website). This exposure will boost your company’s profile!

Career opportunities

After sharing your project and/or success story, you will have the chance to chat with experts, interested parties and potential future partners following the awards ceremony. This could open the door to new opportunities!

Standing out from the competition

Winners and nominees will receive a badge confirming their status at the Patrimonia Awards. This accolade will boost the confidence of your clients and/or partners and set you apart from the competition.