Patrimonia 2027

On 29 and 30 September 2027, Patrimonia will bring together wealth management professionals in Lyon for two days of meetings, exchanges, and sharing of expertise.

Wealth advisors, CGPi, family offices, private managers, accountants, notaries, brokers and lawyers: the European Convention of Heritage Professionals gathers the trades supporting individuals and entrepreneurs in their wealth projects.

An appointment to get informed and expand your network

Patrimonia offers the opportunity to meet players in asset management, insurance, real estate, SCPI and private assets. For professionals, it is a privileged time to discover investment solutions, interact with their partners and forge new connections.

The Convention also allows to feed one’s reflection, update knowledge and better understand market developments in order to enrich the support offered to clients.

A new edition continuing the success of 2026

The 33rd edition of Patrimonia gathered 9 178 wealth management professionals, more than 400 partner-exhibitors and offered nearly 90 speaking sessions. This mobilisation confirms the Convention's place among the major events of the profession.

See you on Wednesday 29 and Thursday 30 September 2027 to continue discussions and open new perspectives for your activity.