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.).

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

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

and with the support of our media partner:

The Patrimonia Awards Expert Jury

Claire BALVA

David CHARLET

Nicolas DUCROS

Philippe FEUILLE

Séverine FLOTTES DE POUZOLS

Pascale GLOSER

Éric PINON

DISCOVER THE WINNERS OF THE 32ND EDITION

ACL Family Office

Olaia Patrimoine

UAF Life Patrimoine

Apana

Celana

Wizio

Edmond de Rothschild Asset Management