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Why visit the Patrimonia Convention? The leading event in Lyon

Why visit the Patrimonia Convention? The leading event in Lyon

The Essential Gathering for Wealth Management Professionals in Europe

For over 30 years, the Patrimonia Convention has supported wealth management professionals (wealth management advisors, investment advisors, savings brokers, private bankers, notaries, etc.) in their search for new offers for their clients. You will have 2 days to meet nearly 380 partner-exhibitors, network with your peers, train and stay informed about the latest news in your sector.
Thank you for the quality of the services and exhibitors! The conferences and expert debates were of very high quality. 
Well done on the organization.
Delegates 2024

3 good reasons to attend the Patrimonia Convention

Save time by accessing 9 key sectors

Meet suppliers from all 8 sectors (Insurance, Real Estate, Private Equity, Asset Management Companies, etc.) in one place over the 2 days in order to to offer you a wide range of offers for your customers.

Learn more from over 110 expert speeches

Over 100 speeches are being organized in order to to provide you with answers on current events in the financial sector and to offer you new opportunities for your clients.

Expand Your Professional Network and Exchange with Peers

Network with your peers and share your experiences and common problems.

A Preview of the 2026 Edition: Experience the Convention

Watch the replay of the conferences

Finance verte, dette privée/ publique, réformes des retraites, IA... Découvrez les sujets abordés lors de la 32ème édition !


The 2025 conferences

Explore the Highlights of the Convention in Pictures

Faites-vous un avant-goût de la 33ème édition en parcourant les images de la Convention Patrimonia 2025 !


Coming soon

Discover the List of Partners-Exhibitors for 2026

Private Equity, Immobilier, Assurance, Investissement Atypique, sociétés de gestion, SCPI, etc. Retrouvez la liste des partenaires-exposants courant février !
Coming soon

To find out

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