France's annual gathering for wealth management professionals, bringing together independent wealth advisors, private bankers, asset managers, insurers, and family offices in Lyon for two days of exhibitions, conferences, workshops, and professional networking.
PATRIMONIA is a French-language annual professional trade show dedicated to wealth management, held each autumn in Lyon. It brings together independent wealth advisors (CGP), private bankers, asset managers, notaries, tax advisors, and family offices around an exhibition floor, plenary conferences, and professional workshops. The event functions primarily as a product distribution channel, giving asset managers and financial product providers direct access to the French independent wealth advisory network.
PATRIMONIA occupies a distinct position in the French financial professional calendar as a high-volume gathering oriented toward product discovery and professional development rather than institutional deal-making. Independent wealth advisors (conseillers en gestion de patrimoine, CGP) form the core audience, attending to evaluate new financial products across life insurance, real estate, structured products, private equity retail, and tax-efficient vehicles. For asset managers and product providers seeking access to the French advisory distribution channel, the Lyon edition represents a concentrated opportunity to engage hundreds of independent distributors in a single venue. The conference programme, which includes more than 100 speeches across two days and four major plenary sessions, covers regulatory updates, fiscal developments, and product innovation relevant to practitioners advising retail and high-net-worth clients.
No sponsors are publicly disclosed as of verification. Infopro Digital, the organiser, also serves as an official media partner for the event.
| Expected attendance | 10,000 (organiser figure) |
| Exhibitors | 380 |
| Duration | 2 days |
| Conference stages | 4 |
| Speeches across programme | 100+ (organiser figure) |
PATRIMONIA is a professional trade show oriented toward the French retail wealth advisory distribution channel. Its primary function is to connect financial product providers, asset managers, and insurers with independent wealth advisors who distribute products to end clients. This is distinct from deal-making forums or institutional investor summits: the event's scale and format are designed for broad distribution exposure rather than closed-door negotiations.
Yes. The event is conducted exclusively in French. All conferences, workshops, and exhibition materials are in French, reflecting the event's focus on the domestic French professional wealth management community.
PATRIMONIA is a poor fit for the following profiles:
All programming and exhibition materials are conducted in French. No multilingual or English-language programming is disclosed as of verification.
The Centre de Congrès de Lyon is located at 50 Quai Charles de Gaulle, within the Cité Internationale complex on the banks of the Rhône in the 6th arrondissement of Lyon. The venue is a purpose-built convention centre capable of hosting large-scale professional trade shows and offers direct access from Lyon's city centre and transport infrastructure. Lyon is France's second city by economic weight and is well served by TGV rail connections to Paris and international air links via Lyon-Saint Exupéry airport.
Infopro Digital is a Paris-based B2B information, data, and technology company founded in 2001. It operates across more than 100 brands and produces software, databases, media publications, and professional events spanning sectors including insurance, automotive aftermarket, construction, retail, industry, and public sector. The company employs approximately 4,000 people and operates internationally.
In addition to PATRIMONIA, Infopro Digital's event portfolio includes the Salon des Maires, SIDO, Luxe Pack, Risk and Markets Shows, and Les Argus d'Or. Its dual role as both organiser and media partner of PATRIMONIA reflects its integrated model of editorial and event production within specialist professional communities.
With 10,000 professionals and 380 exhibitors, PATRIMONIA functions as the central distribution forum for the French retail wealth advisory channel: asset managers and alternative product providers seeking access to the CGP network treat the Lyon exhibition as a strategic annual commitment rather than a discretionary attendance.
Registration is open via the official website. PATRIMONIA operates a tiered access model:
No early-bird deadline is publicly disclosed as of verification.
PATRIMONIA provides structured networking mechanisms across its two-day programme. B2B matchmaking is available, enabling professionals and exhibitors to arrange meetings in advance of or during the event. Replay access is offered following the event, allowing registered participants to review conference sessions after the live dates. The event also maintains a monthly newsletter for ongoing community engagement between editions. An official networking app and advance scheduling tools are not publicly confirmed as of verification.
The Trophées Patrimonia recognises outstanding professionals and organisations within the French wealth management community across two distinct award streams. The CGP Awards cover categories including Most Innovative, Rising Star, and Corporate Citizen. The Partner-Exhibitor Awards recognise exhibiting companies. Full details and entry information are available via the awards page. No submission deadline is publicly disclosed as of verification.
Yes. CGP, CGPi, expert-comptables, notaires, family offices, and agents immobiliers attend at no cost. This complimentary access policy reflects the event's positioning as a distribution forum where advisors are the audience that exhibiting firms seek to reach.
Professionals in categories such as promoteurs, private asset specialists, and sociétés de gestion are required to purchase a delegate pass priced at EUR 1,900.
Registration and programme information are available at patrimonia.fr. The awards programme page is available at patrimonia.fr/en/the-trophies.
| Official website | https://www.patrimonia.fr/ |
| Register | https://www.patrimonia.fr/ |
| https://www.linkedin.com/company/patrimonia | |
| Programme | not disclosed |
| Awards | https://www.patrimonia.fr/en/the-trophies |
| Organiser | https://www.infopro-digital.com/ |