The annual French wealth management convention, held 30 September and 1 October 2026 at the Centre de Congrès de Lyon in its 33rd edition; around 400 exhibiting partners and roughly 100 conference sessions for independent wealth advisers, family offices, private bankers, notaries, accountants and brokers, under the 2026 theme of proximity and ingenuity.
Patrimonia is the annual French convention for the wealth management profession, held in Lyon since 1994 and reaching its 33rd edition in 2026. It brings together the advisers who sit between French savers and the financial industry, conseillers en gestion de patrimoine and their independent counterparts, with the product providers who want their business: asset managers, life insurers, property sponsors, private equity retail vehicles and structured product issuers. Its subject range is gestion de patrimoine, real estate, life insurance, retail private equity, structured products and taxation. It is a distribution event rather than an institutional one, which is the single most useful thing to understand about it: the transactions it exists to support are product placements through an advisory channel, not institutional allocations. The 2026 edition runs 30 September and 1 October 2026 under a theme translating as proximity and ingenuity at the heart of values in transformation. Source: patrimonia.fr and gl-lyonevents.com/fr/centre-de-congres/patrimonia-2, consulted 18 September 2026.
Patrimonia 2026 runs Wednesday 30 September and Thursday 1 October 2026, two days. The venue is the Centre de Congrès de Lyon at the Cité Internationale, 50 quai Charles de Gaulle, 69006 Lyon, on the bank of the Rhône north of the city centre. Opening hours are 08:30 to 19:00 on the Wednesday and 09:00 to 17:00 on the Thursday, so the first day is the long one and carries most of the evening networking. The convention runs annually in late September or early October. Source: patrimonia.fr and clubpatrimoine.com/evenements/patrimonia-lyon, consulted 18 September 2026.
Patrimonia is organised by Infopro Digital (media partner), the French business-to-business information and events group, whose portfolio spans professional media, data and trade events across several sectors. The event record also lists Infopro Digital (media partner) as the convention's official media partner, which is the same entity in both roles: the company that organises the convention also owns the professional press that covers it. That dual position is unusual enough to affect how coverage of the event should be read, and it is discussed in the press reliability entry below. Ticketing runs through Weezevent. Source: patrimonia.fr, infopro-digital.com and the database record, consulted 18 September 2026.
Attendance is published in a range: the event record holds around 8,000, the 2026 organiser communication expects around 9,000 visitors, and the record's own editorial summary uses 10,000, with no reconciliation available on this pass (unverifiable information). The composition is consistent and is what matters: conseillers en gestion de patrimoine and independent CGPi, family offices, private bankers and private asset managers, chartered accountants, notaries, insurance and credit brokers, and lawyers practising in wealth and tax. This is a domestic French professional population almost in its entirety; the convention is conducted in French and does not present itself as an international event. Source: patrimonia.fr, cncef.org and the database record, consulted 18 September 2026.
The 2026 edition is the 33rd and carries a stated theme, which translates as proximity and ingenuity at the heart of values in transformation. The published scale for this edition is around 9,000 visitors, nearly 400 exhibitors and around 100 conference sessions, with four major plenary conferences planned, which the event record singles out as a 2026 feature. Beyond the theme and the plenary structure, no new format, new hall arrangement or new programme strand was found in the sources reachable on this pass, and the convention's shape, exhibition floor plus conference programme plus the Trophées Patrimonia awards, is unchanged. A returning attendee should check the plenary schedule, since four major plenaries across two days is a denser headline programme than a purely exhibition-led convention would run. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Around 100 conference sessions across the two days, with more than 100 individual presentations delivered by experts and practitioners, and four major plenary conferences planned for the 2026 edition. The subject spread follows the French wealth adviser's product range: gestion de patrimoine practice, real estate, life insurance, retail private equity, structured products and taxation. The Trophées Patrimonia awards ceremony sits within the programme. Professional workshops and training sessions run alongside, priced separately. No complete named speaker roster for 2026 was published in the sources reachable on this pass; the convention's speakers are drawn from the exhibiting product providers, the professional associations and the advisory profession itself rather than from an external keynote circuit. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Five, and one of them costs money while the rest do not. The exhibition floor with around 400 exhibiting partners is the commercial core. Conference sessions, roughly 100 of them including four major plenaries, run alongside. Professional workshops and training sessions are the paid format, covered in the cost entry below. The Trophées Patrimonia is an awards ceremony with defined categories. Networking cocktails close the first day. The event record confirms B2B matchmaking is available while advance scheduling is not, and it confirms replay access, so session content is available after the convention. For an adviser, the practical shape of the two days is exhibition floor by day, conferences in parallel, cocktails on the Wednesday evening. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Not documented as an independent fringe. The professional associations that serve this profession, among them the AFG for asset management and the CNCEF for the advisory federations, promote the convention to their members and carry it in their own event listings, which in practice generates association gatherings around it, but none is published as an official side-event programme. The networking cocktails and the Trophées Patrimonia ceremony are part of the convention rather than beside it. The Cité Internationale site groups the congress centre with hotels and restaurants, so activity of this kind happens on the same site rather than across Lyon. Searched: the official site, the partner association listings and French wealth management press. Source: patrimonia.fr, afg.asso.fr and cncef.org, consulted 18 September 2026.
Entry is free for the profession and paid for training. Access to the convention is reserved for wealth management professionals and is free of charge for conseillers en gestion de patrimoine and for members of partner associations, with registration completed online through Weezevent and subject to validation of the applicant's professional profile. Training sessions are charged separately at EUR 129 per session. That structure is the mirror image of an institutional conference: the advisers who are the audience pay nothing, because the product providers exhibiting to them are paying for the room. A professional whose profile is not validated will not be admitted, so registration should not be left to the door. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Not publicly disclosed as an open process. The event record shows the call-for-papers status as closed, and no submission form, selection criteria or deadline was found for the 2026 edition. The structure of the convention indicates how slots are actually allocated: with around 400 exhibiting partners and roughly 100 conference sessions, a substantial share of the programme is delivered by the product providers who exhibit, and conference time at events of this shape is customarily attached to exhibition and partnership packages rather than awarded on submission, although the organiser does not state this. The plenary conferences and association-led sessions are the exception and are curated. The practical route for a provider is therefore the commercial one; for an independent expert, an approach to the organiser. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Exhibiting is the convention's entire commercial model and enquiries go through patrimonia.fr and Infopro Digital (media partner). No public stand rate card or sponsorship tier pricing was retrievable in the sources reachable on this pass, so terms are quoted. The proposition is specific and worth stating plainly: around 400 exhibiting partners are buying access to several thousand French wealth advisers who pay nothing to attend, in the one place where that audience assembles each year. For an asset manager, insurer or property sponsor seeking distribution through the French advisory channel, this is the structural entry point rather than one option among several. The awards programme offers a secondary route to visibility through the Partner-Exhibitor categories of the Trophées Patrimonia. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Not publicly disclosed as a named tiered roster in the sources reachable on this pass. What is published is participation: around 380 to 400 exhibiting partners for the 2026 edition, drawn from asset management, life insurance, real estate, retail private equity, structured products and professional services. The one named partner on record is the organiser itself: the event record lists Infopro Digital (media partner) as the convention's official media partner, which is the same company that organises it. Professional associations including the AFG and the CNCEF federations are institutional supporters rather than commercial sponsors. A prospective attendee should treat the exhibitor directory on patrimonia.fr as the authoritative list. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Two sides, clearly separated. The exhibiting side is product supply: asset management companies, life insurers and their platforms, real estate sponsors and SCPI managers, retail private equity and structured product issuers, plus the software, compliance and back-office suppliers that serve advisory practices. The visiting side is distribution: independent wealth advisory firms, most of them small partnerships, alongside family offices, private banking arms, accountancy and notarial practices and brokers. What is almost entirely absent is the institutional allocator population, pension funds, insurers investing on their own account, sovereign funds, which is what separates Patrimonia from the private capital circuit proper. A general partner raising an institutional fund is in the wrong building; a general partner raising a retail feeder is in exactly the right one. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Not publicly disclosed. No media accreditation page, press contact, eligibility criteria or deadline was found on the official site in the sources reachable on this pass. Two features of this event complicate the question more than usual. Admission generally is profile-validated and restricted to the wealth management profession, so a journalist is outside the standard registration path by definition. And the organiser, Infopro Digital (media partner), is itself a professional media group that covers this sector, which means the convention's press operation and its editorial coverage sit inside the same company. A journalist should approach the organiser directly through patrimonia.fr well before the September dates. Searched: the official site's registration and practical pages. Source: patrimonia.fr, consulted 18 September 2026.
Coverage is French, professional and largely from within the sector's own institutions. Club Patrimoine, a French wealth management media platform, carries the 2026 edition in detail. The professional federations publish it to their members: the AFG for the asset management industry and the CNCEF, which covered the 33rd edition's announcement. Sector-specific outlets including Experts du Patrimoine and Cryptoast, the latter covering the digital asset content, carry listings. Lyon's own convention operator GL Events publishes it as venue. Beyond that, the layer of exhibition-services and stand-builder sites that republish organiser copy. The convention's organiser Infopro Digital (media partner) is also its listed official media partner and publishes professional media of its own in this sector. No independent general-press coverage was located on this pass. Source: the items named above, consulted 18 September 2026.
Weak, and for a reason more specific than the usual one. The organiser and the official media partner are the same company: Infopro Digital (media partner) organises Patrimonia and is listed as its media partner, and Infopro Digital publishes business-to-business professional media in the sectors it runs events for. Coverage of this convention in the French professional press therefore has a structural proximity to its organiser that a reader should weigh before treating volume of coverage as a signal of importance. The attendance figures illustrate the practical consequence: around 8,000, around 9,000 and 10,000 all circulate for the same event, drawn from organiser and record sources, with no independent count anywhere. What holds up is the operational detail: the exact opening hours, the free-for-advisers and EUR 129-per-training-session pricing, the profile-validation requirement, the 33rd-edition count and the venue address are all checkable and specific. Source: cross-reading of patrimonia.fr against the French professional items above, 18 September 2026.
Anyone outside the French market, first: the convention is conducted in French, its audience is a domestic professional population, and its subject matter is French wealth structuring, French tax and French-regulated products. An international asset manager without a French distribution strategy gains nothing. Second, anyone raising institutional capital: the allocators are not here, and a general partner looking for pension fund or insurance company commitments should be on the private capital circuit rather than in Lyon. Third, anyone who cannot pass profile validation, since admission is restricted to the profession and checked. And an adviser looking for technical depth rather than product should note the shape of the event: with around 400 exhibitors and roughly 100 sessions largely delivered by those exhibitors, the content skews toward what is being sold. Source: patrimonia.fr, consulted 18 September 2026.
It occupies a place that the institutional circuit does not reach. Within France it is the wealth management year's fixture, held each late September or early October in Lyon with no domestic rival at its scale. Within the wider private capital calendar it sits at the retail distribution end: where SuperReturn Europe in Amsterdam in November convenes general partners and institutional limited partners, and the family office summits serve single-family capital, Patrimonia convenes the advisory channel through which French retail savings reach funds. That makes it complementary rather than competitive with the institutional events, and it explains why an alternative asset manager pursuing retail fundraising in France will attend both. In the immediate calendar it opens the autumn, two days before Innovation Week in Prague and a month before the November cluster. Source: patrimonia.fr and the EventsIndex private capital registry, consulted 18 September 2026.
No. Patrimonia is held only in Lyon, at the Centre de Congrès at the Cité Internationale, and has been since its foundation in 1994; no regional edition, satellite convention or second city was found in the sources reachable on this pass. That single-city continuity over three decades is part of the event's identity: the French wealth management profession travels to Lyon for it rather than the convention travelling to the profession. Its organiser, Infopro Digital (media partner), runs many other professional events across sectors, but none of them is a Patrimonia edition. Source: patrimonia.fr, consulted 18 September 2026.
French. The event record gives French as the sole working language, and the convention, its site, its programme and its exhibitor material are French throughout. No English-language track and no interpretation is documented. A non-French-speaking visitor should treat this as a genuine barrier rather than a formality: the subject matter is French tax and regulatory practice discussed by French practitioners, and the value of the sessions does not survive translation in any case. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Afterwards, at least partly: the event record confirms replay access for this event, so conference content is available after the convention, though the precise scope of what is published and to whom was not established in the sources reachable on this pass (unverifiable information). No live remote pass, livestream or online-only registration category was found for the 2026 edition. Given that admission is free for the profession and validated by professional profile, the organiser has little reason to build a paid remote tier, and the value of the two days is the exhibition floor and the cocktails rather than the sessions. Searched: the official site's registration and programme pages. Source: patrimonia.fr and the database record, consulted 18 September 2026.
Not publicly disclosed, and largely moot on the visitor side: entry is free for advisers and members of partner associations, so there is nothing to refund. Where a policy would apply is to the paid training sessions at EUR 129 each and to exhibitor contracts, and neither set of terms was retrievable in the sources reachable on this pass. Registration runs through Weezevent, whose own terms may govern the training purchases, but the organiser's position was not published. One practical point stands in place of a policy: registration is subject to validation of the applicant's professional profile, so a rejected registration is a live possibility and its consequences for a paid training booking are undocumented. Searched: the official site's registration pages. Source: patrimonia.fr, consulted 18 September 2026.
Not publicly disclosed at event level. No accessibility statement, accessible route guidance, accessible seating arrangement for the conference rooms, or access contact was found on the event's own pages in the sources reachable on this pass. The venue is favourable in principle: the Centre de Congrès de Lyon at the Cité Internationale is a modern purpose-built congress centre operated by GL Events, whose venues publish general accessibility provision, but no event-specific arrangement for Patrimonia was documented and none of the venue's provision is restated here as if it were the organiser's commitment. An attendee with access requirements should raise them at registration, which is in any case a validated process with a contact route. Searched: the official site and the venue operator's pages. Source: patrimonia.fr and gl-lyonevents.com, consulted 18 September 2026.
The Centre de Congrès de Lyon is at the Cité Internationale, 50 quai Charles de Gaulle, 69006 Lyon, on the left bank of the Rhône next to the Parc de la Tête d'Or, north of the city centre. It is not on the metro: the usual approach is bus C1 or C4 from Part-Dieu or from the city centre, or a taxi, and the walk from the nearest metro at Masséna is around twenty minutes. Lyon Part-Dieu is the main railway station, two hours from Paris by TGV and well connected to Marseille, Geneva and the south, which is how most of the French profession arrives. From Lyon-Saint-Exupéry airport, the Rhônexpress tram runs to Part-Dieu in around thirty minutes. The Cité Internationale site includes hotels, which is the simplest option for an early Wednesday start at 08:30. Source: patrimonia.fr and gl-lyonevents.com/fr/centre-de-congres/patrimonia-2, consulted 18 September 2026.
Advisers pay nothing. Conseillers en gestion de patrimoine and members of partner associations enter free, their profiles validated in advance, and the only thing charged to the profession is a training session at EUR 129. Around 400 exhibiting partners pay for all of it. Once that is clear, the rest of the convention reads differently: the roughly one hundred conference sessions are delivered substantially by the companies exhibiting, the awards have partner-exhibitor categories alongside the adviser ones, and the networking cocktails are a supplier expense. None of that is concealed, and it is not a criticism, it is simply what a distribution event is. But an adviser planning two days in Lyon should read the programme with the funding model in mind, and a product provider weighing a stand should understand that they are not buying a presence at a conference, they are buying two days of access to a national advisory channel that has been assembled and admitted at their expense.
Three numbers describe the same convention: around 8,000 in the event record, around 9,000 in the 2026 organiser communication, and 10,000 in the record's own editorial summary. That is a 25 percent spread with no independent count behind any of it, and the reason no outside count exists is structural rather than accidental. The organiser, Infopro Digital, is also the convention's listed official media partner and publishes professional media in the sector the convention serves, so the press that covers Patrimonia most closely is in the same house as the event. Add that admission is free and profile-validated, which means a registration is not a paid commitment and the gap between registrations and attendance can be wide, and the precision of any of these figures becomes hard to defend. What can be relied on is everything with a date, a price or an address attached: 30 September and 1 October, 08:30 to 19:00 then 09:00 to 17:00, EUR 129 per training session, 50 quai Charles de Gaulle, the 33rd edition. Plan against those.
Official site: patrimonia.fr, with an English path at patrimonia.fr/en/. Venue: gl-lyonevents.com/fr/centre-de-congres/patrimonia-2. Organiser: infopro-digital.com. Ticketing: Weezevent. Professional association listings: afg.asso.fr and cncef.org. French wealth management coverage: clubpatrimoine.com/evenements/patrimonia-lyon. Social: linkedin.com/company/patrimonia, @PatrimoniaLyon on X, hashtag #Patrimonia.