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).

Pour ce trophée, votre démarche ESG, la manière dont vous avez digitalisé vos process (CRM, logiciels, etc.) et la relation avec vos clients, comptent !

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.

Visibilité

Les lauréats et nominés seront mis en avant sur nos canaux de communication (site internet, réseaux sociaux et emailing) et ceux de notre partenaire média (newsletter et site internet). Cette visibilité renforcera la notoriété de votre entreprise !

Débouchés professionnels

Suite au partage de votre projet et/ou réussite, vous aurez l'occasion d'échanger avec les experts, des personnes intéressées et des potentiels futurs partenaires à l'issu de la cérémonie de remise de prix. Ce qui peut vous ouvrir les portes vers de nouvelles opportunités !

Distinction face à la concurrence

Les lauréats et nominés recevront un macaron qui atteste de leur titre lors des Trophées Patrimonia. Cette distinction renforcera la confiance de vos clients et/ou partenaires et vous démarquera de la concurrence.