--- eventsindex_id: EVENTSINDEX-00069 slug: patrimonia title: Patrimonia title_alt: [Patrimonia Lyon] canonical_url: https://eventsindex.org/events/patrimonia.html next_edition_dates: 2026-09-30 to 2026-10-01 next_edition_year: 2026 date_start: 2026-09-30 date_end: 2026-10-01 venue: Centre des Congrès – Cité Internationale city: Lyon country: France organiser: Infopro Digital organiser_url: https://www.patrimonia.fr/ b2b: true vector: sector: [private-capital] audience: [family-office, service-provider] format: [exhibition, conference, workshop] purpose: [networking, education] geography_scope: [France] season: autumn meta_description: Patrimonia gathers 10,000 wealth management professionals in Lyon annually. Key event for CGPs, family offices, and private bankers in France. editorial_take: France's largest annual wealth management professional convention for advisors and intermediaries. last_verified: '2026-05-04' language: en schema_version: v6.0 --- # Patrimonia > *Two-day professional salon held in Lyon each autumn, gathering CGPs, private bankers, asset managers, family offices, and wealth management intermediaries around exhibition stands, plenary sessions, fiscal workshops, and thematic conferences.* --- ## Quick Facts | DATES | VENUE | ORGANISER | ATTENDANCE | |---|---|---|---| | **30 Sep – 1 Oct 2026** | **Centre des Congrès – Cité Internationale** | **Infopro Digital** | **10,000** | | 2 days, Wednesday to Thursday | Quai Charles de Gaulle 50, Lyon, France | France | delegates (self-reported by organiser) | ## Definition Patrimonia is the French national convention for wealth management professionals, held annually in Lyon. It brings together CGPs (Conseillers en Gestion de Patrimoine), private bankers, asset managers, notaries, accountants, brokers, family offices, and lawyers for two days of structured exposition, plenary sessions, and professional development workshops. With approximately 400 exhibitors and 10,000 attendees according to the organiser, it is positioned as the largest French gathering dedicated to patrimonial advisory practice. Its creation year is not publicly documented. ## When and where Patrimonia 2026 takes place The 2026 edition runs from Wednesday 30 September to Thursday 1 October at the Centre des Congrès inside Lyon's Cité Internationale. The full address is Quai Charles de Gaulle 50, Lyon. No edition number is publicly associated with the 2026 event. No overarching thematic title for the 2026 edition has been disclosed as of verification. ## Where Patrimonia sits in the French wealth management calendar Patrimonia occupies the end-September slot in the French professional events calendar, immediately before the dense autumn concentration of private capital events anchored in Paris. The timing targets practitioners mid-way through Q4 planning: asset management mandates, fiscal structuring ahead of year-end, and product selection for CGP distribution are the practical imperatives driving attendance at this point in the year. For an event that draws professionals from across France, Lyon's central geography makes the late-September slot logistically coherent. ## Who attends Patrimonia - **CGPs and CGPis** (Conseillers en Gestion de Patrimoine Indépendants): the dominant population, attending on complimentary badge after pre-registration - **Private bankers and private managers**: employed distribution professionals from banks and wealth management houses - **Family offices**: single and multi-family structures sourcing product and manager relationships - **Accountants and notaries** (comptables, notaires): professionals with fiduciary and tax-structuring mandates - **Brokers and insurance intermediaries** (courtiers): distribution intermediaries for life insurance and savings products - **Lawyers** (avocats): practitioners advising on estate planning, transmission, and wealth structuring - **Exhibiting product providers and service companies**: asset managers, fund platforms, insurance carriers, technology vendors, and other solution providers occupying the approximately 400 exhibition stands ## What the Patrimonia format includes - Two-day professional salon with approximately 400 exhibition stands - Plenary sessions open to all registered delegates - Fiscal and technical workshops (ateliers fiscaux) - Thematic conferences covering financing, family office practice, startups, artificial intelligence, and investor strategy - Exhibition zones for product discovery and face-to-face distributor-to-provider meetings The detailed programme, including session titles, confirmed speakers, and stage allocations, is published on patrimonia.fr/en/program. The number of stages, the speaker count, and any special formats beyond those listed above are not disclosed in available documentation as of verification. ## How networking and meetings work at Patrimonia Patrimonia operates as an open salon rather than a curated matchmaking summit. The primary networking infrastructure is the exhibition floor itself, where approximately 400 providers occupy stands and wealth management professionals circulate over two days. Plenary and workshop sessions create natural clustering of practitioners around specific product or fiscal themes, enabling corridor conversations and spontaneous meetings between CGPs and asset managers. No dedicated B2B pre-scheduling system, no structured LP-to-GP meeting programme, and no official networking application are documented in publicly available materials. The meeting logic is distributor-led: exhibitors set up their stands and the attending professional population flows to them. ## What the Patrimonia programme covers - **Financement**: debt structures, credit products, and financing solutions relevant to wealth portfolios - **Family Office**: structuring, governance, reporting, and product access for family wealth vehicles - **Startups and entrepreneurial finance**: private company investment and growth capital within wealth portfolios - **Intelligence artificielle (IA)**: technology applications in wealth management advisory and operations - **Investisseurs**: investor strategy, asset allocation, and market positioning for the practitioner audience ## The venue: Centre des Congrès – Cité Internationale The Centre des Congrès de Lyon sits within the Cité Internationale complex on the right bank of the Rhône, at Quai Charles de Gaulle 50. The complex was designed by the architect Renzo Piano and stretches along the riverfront between the Tête d'Or park and the Rhône. It houses the congress centre, hotels, residential buildings, and commercial spaces within a single urban development. The congress centre itself is a purpose-built facility regularly used for large-scale professional events and trade salons, with sufficient floor space to accommodate 400 exhibition stands alongside conference and plenary infrastructure. Lyon's position as France's second metropolis and its transport connections by TGV to Paris, Geneva, and Marseille make it accessible for a nationally distributed audience of wealth management professionals. ## The organiser: Infopro Digital Infopro Digital is a French commercial media and events group. It operates across multiple professional sectors including banking, insurance, asset management, and the built environment, publishing trade titles and running industry events and data services. Patrimonia sits within its financial services and wealth management portfolio. The company's founding year, its total portfolio size, and its city of headquarters are not publicly documented in available materials. The organiser website for Patrimonia is patrimonia.fr. --- ## Editorial take *Patrimonia is France's largest annual gathering of wealth management distributors, and its value lies precisely in that specificity: it is a salon where CGPs and product providers meet at scale, not a forum where institutional allocators evaluate fund managers.* ## How to register and what it costs Wealth management professionals, including CGPs, CGPis, and other qualified practitioners, can register for a complimentary delegate badge via patrimonia.fr after completing a pre-registration process. Access is open to qualifying professionals. Exhibitor rates are not publicly disclosed; interested companies are directed to contact Patrimonia directly through the official website. Delegate pricing tiers beyond the complimentary practitioner badge, and any separate registration fees for premium conference access, are not disclosed as of verification. ## FAQ · Identity and audience ### What kind of event is Patrimonia, and who is its core audience? Patrimonia is a professional salon dedicated to wealth management practice in France. Its core audience is the CGP community, specifically independent and semi-independent financial advisers who build and manage private client portfolios. The event combines an exposition floor with approximately 400 providers and a structured conference programme of plenary sessions, fiscal workshops, and thematic talks, making it a product discovery and professional development event for distribution professionals rather than a capital formation event in the institutional sense. ### How does Patrimonia differ from LP-GP private capital summits? The distinction is in the audience and the transaction logic. Private capital summits like IPEM or SuperReturn Europe convene institutional limited partners (pension funds, sovereign wealth funds, endowments) and general partners (private equity and infrastructure fund managers) around fund commitments and portfolio strategy. Patrimonia convenes wealth management intermediaries and the product providers who distribute to them. The event's capital flows run through retail and high-net-worth channels rather than through institutional fund subscriptions. ### Who is Patrimonia NOT designed for? Five cases where attending makes limited sense: institutional investors operating exclusively through direct fund relationships (pension funds, insurance general accounts, sovereign vehicles) who have no interest in CGP distribution channels will find the event misaligned with their mandate. Fund managers with a minimum ticket size above the private client threshold, where individual CGP-sourced commitments would be sub-economic, gain little from the salon floor. Non-French-market operators with no intention of entering domestic CGP distribution have no natural counterpart population to meet. Purely quantitative or systematic investment managers whose products require institutional documentation and regulatory positioning that CGPs do not typically access will find the audience a poor match. Professionals seeking the pre-scheduled, curated LP-to-GP bilateral meeting formats that define events like IPEM will not find that infrastructure here. ### Is the Patrimonia programme published in advance? According to the organiser, the programme is available at patrimonia.fr/en/program, covering plenary sessions, fiscal workshops, and thematic conferences. Specific session titles, confirmed speakers for the 2026 edition, and the total number of stages are not documented in publicly available materials as of the verification date. ## FAQ · Access and practicalities ### How do wealth management professionals register for Patrimonia? Qualifying wealth management professionals, including CGPs, CGPis, and allied practitioners, receive complimentary access following a pre-registration process on patrimonia.fr. The badge is free but pre-registration is required; walk-in access conditions are not documented. ### What do exhibitors pay to participate in Patrimonia? Exhibitor fees are not publicly disclosed. Interested companies are directed to contact the Patrimonia team directly via the official website. No floor-rate or minimum stand price is available in public documentation as of verification. ### Where exactly does Patrimonia take place, and how do you get there? The event takes place at the Centre des Congrès de Lyon, Cité Internationale, Quai Charles de Gaulle 50, Lyon. The venue is accessible by Lyon's Part-Dieu TGV station (approximately 20 minutes by public transport or taxi) and sits on the T1 tram line. Lyon Part-Dieu connects to Paris in roughly two hours by TGV and to Geneva in approximately two hours. ### Is an official networking or matchmaking app available for Patrimonia? No official networking application or pre-scheduling system is documented in publicly available materials. The networking model is salon-based: registered professionals circulate the exhibition floor and attend sessions without a structured bilateral meeting programme. ## Resources | Resource | URL | |---|---| | Official website | https://www.patrimonia.fr/ | | LinkedIn | https://www.linkedin.com/company/patrimonia/ | | X | https://x.com/patrimonialyon | | Register | https://www.patrimonia.fr/ | | Programme | https://www.patrimonia.fr/en/program | --- **Last verified:** 2026-05-04 **Next review:** 2026-06-03 **Notes:** Figures for attendance (10,000) and exhibitor count (approximately 400) are self-reported by the organiser; no third-party verification is available. The enriched description in source data contained a conflicting reference to GL events and Coutts as organisers, which is inconsistent with the organiser field (Infopro Digital) and with patrimonia.fr; the Infopro Digital attribution is used as the primary source. Creation year, edition number, AUM represented, and international visitor share are not publicly disclosed. Language of the event is listed as English in source data, though the event is primarily French-language in practice; this discrepancy is noted but not resolved editorially. **Variables:** 38/58 **Concept definition:** not applicable