Partners of the Experts du Patrimoine Championship
Updated in October 2026 — Written by Les Experts du Patrimoine
Each year, the Experts du Patrimoine Championship brings together hundreds of wealth management, finance, and investment professionals around a common goal: to test their investment convictions within a transparent, stimulating, and educational framework.
The success of this initiative also relies on the commitment of partners who share this desire to promote financial culture, market analysis, and exchange between professionals. Financial services companies, data providers, technology players, or investment specialists: each contributes in their own way to the smooth running of the championship and the richness of the experience offered to participants.
Thanks to their support, the championship can offer a realistic simulation environment, high-performance analysis tools, and regular monitoring of portfolio performance. Their expertise and solutions also help to enrich educational content and support professionals in their strategic thinking.
On this page, you can discover all the championship partners, their activities, and the role they play in this collective adventure that brings together the Experts du Patrimoine community every year.
Founded in 2010 and with offices in Paris, Monaco, London, Geneva, and Singapore, H2O AM is an independent management company, primarily specializing in Global Macro strategies.
Centralize client relations, products, and compliance on a single platform. Generate your documents, track your activity, and stay compliant, simply.
Fundscreener is a selection, analysis, and comparison tool for ETFs and investment funds for professionals, but it is also useful for sophisticated self-directed investors.
IsoBourse, your decision-support software for stock market investing. Powerful, efficient, and unique, IsoBourse has been a decision-support software for stock market investing and a comprehensive technical analysis tool for financial markets since 2004.
Your solution for managing your clients’ securities accounts and PEA. Direct Securities, a brand of Bourse Direct, an offshoot of Viel & Cie. The offer is designed for Management Companies, CIF-CGP, banks, Family Offices…
ANACOFI is a multi-professional association (8 to date) with sections (by profession or confederation), whose purpose, beyond reflection and representation, is to enable its members to practice their professions.
Since 2013, the SAND agency has supported Management Companies, Private Banks, CGP / CIF, and Family Offices in designing their communication strategies and creating their websites.
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