PATRIMONIA 2025

Description

Patrimonia is the premier annual convention for wealth management professionals in France. For over three decades, it has served as the essential meeting point for independent financial advisors, private bankers, accountants, lawyers, and brokers. The event facilitates high-level networking, professional training, and strategic discussions on market trends, regulatory changes, and investment strategies. It brings together the entire ecosystem of heritage advice to share expertise and discover new financial products in a professional and collaborative environment.

Exhibits

Over 350 exhibitors including asset managers, insurance companies, real estate developers, banks, and specialized FinTech service providers.

Activities

A comprehensive program featuring plenary sessions, expert-led technical workshops, debate panels, and extensive networking lunch sessions.

Speakers

Renowned economists, legal experts, tax specialists, and high-ranking executives from leading financial institutions and regulatory bodies.

Demos

Showcases of the latest wealth management software, digital client onboarding tools, and portfolio analysis platforms.

Accessibility

Located at the Centre de Congrès de Lyon. From Lyon-Saint Exupéry Airport, take the Rhônexpress to Part-Dieu, then Bus C1. By train, arrive at Part-Dieu station and take Bus C1 or C2 to Cité Internationale.

Exhibitor Count

350

Expected Attendance

8000

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