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.

7 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 you have digitised your processes (CRM, software, etc.) and your customer relationships all count !

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.).

Jeu Concours ✨

durant la cérémonie des Trophées !

Patrimonia a le plaisir de vous annoncer un jeu concours organisé lors de la cérémonie de remise des Trophées.

Gagnez l'un des 3 lots exceptionnels offerts par le Groupe LOISEAU :

Chèque cadeau d'une valeur de 150€
Chèque cadeau d'une valeur de 100€
Chèque cadeau d'une valeur de 50€

Comment participer ?

C'est très simple ! Il suffit participer à la cérémonie des Trophées et de déposer votre bulletin de participation dans l'urne qui sera disposée à l'entrée de l'Auditorium.

À la fin de la cérémonie, un tirage au sort aura lieu pour désigner les gagnants du jeu concours !

⚠ Seules les personnes présentes lors du tirage au sort pourront être désignées gagnantes.

Règlement du jeu