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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.
Patrimonia Awards 2026: Celebrating Innovation in Wealth Management

This is your opportunity: submit your application for the Patrimonia Awards!

Applications must be submitted in French only

CGP Awards

For wealth management advisory firms headquartered in France
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 
Partner-exhibitor awards

For partner-exhibitors at the Patrimonia 2026 Convention
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.).

The 2026 Patrimonia Awards are organised under the patronage of the group:

and with the support of our media partner:

Why Apply for the Patrimonia 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.

The Patrimonia Awards Expert Jury

Claire BALVA

Claire BALVA

Directrice Générale

ADAN

David CHARLET

David CHARLET

Président

ANACOFI

Nicolas DUCROS

Nicolas DUCROS

Délégué Général

CNCGP

Philippe FEUILLE

Philippe FEUILLE

Président

LA COMPAGNIE DES CGP

Séverine FLOTTES DE POUZOLS

Séverine FLOTTES DE POUZOLS

Présidente

CLUB AUREP ALUMNI

Pascale GLOSER

Pascale GLOSER

Présidente

CNCEF PATRIMOINE

Éric PINON

Éric PINON

Président d'honneur

AFG

DISCOVER THE WINNERS OF THE 32ND EDITION

The Patrimonia Awards ceremony took place on Thursday 25 September 2025. 
A total of 89 participants attended!
Below are the nine winners of the 2025 Awards:
 Meyon Ultim Paris-Gagnant du prix CGP le plus innovant

Meyon Ultim Paris

Winner of the price
"CGP Le Plus Innovant"
Jade Conseils-Gagnant du prix CGP le plus innovant

Jade Conseils & Patrimoine

Winner of the price
"CGP La relève"
Patrimoine Citadelle Family Office-Gagnant du prix CGP La relève

Patrimoine Citadelle Family Office

Winner of the price
"CGP La Relève"
Eres-Gagnant du trophée de l'entreprise citoyenne

Eres

Winner of the price 
"Entreprise Citoyenne"
Wizio-Gagnant du prix de l'entreprise citoyenne

Wizio

Winner of the price 
"Innovation Digitale - Audit & Conformité"
Simulabox-Gagnant du prix Innovation Digitale Conseils et Analyses

Simulabox

Winner of the price
"Innovation Digitale - Conseils & Analyse"
Wealth Dynamix-Gagnant du prix Innovation Digitale mise en relation

Wealth Dynamix

Winner of the price
"Innovation Digitale - Mise en relation"
Airfund-Gagnant du prix Meilleure relation partenaire auprès des CGP

AirFund

Winner of the price
"Meilleure relation partenaire auprès des CGP"
Ploovers-coupdecoeurdujury

Ploovers

Jury's Favourite