Fintech
Patrimonia
Investment Management Exhibition in Lyons. Patrimonia is the largest gathering in France of professionals in the world of heritage advice.
The essentials
Event details
- Dates
- 30 September 2026 to 1 October 2026
- Organiser
- Infopro Digital
- Industry
- Fintech
Public discussion
What people are saying
- VideoPatrimonia 2026 in Paris: Natixis CIB was there! [FR ST ENG]
Patrimonia Paris 2026 Show Natixis CIB presents its expertise and investment solutions, particularly in structured products, to independent wealth management advisors, as well as brokers and insurers.
Agenda themes
Topics covered
- Conseillers en gestion de patrimoine (CGP)
- CGPi
- Family Office
- Gérants Privés
- Experts Comptables
- Notaires
- Courtiers
- Avocats
- Immobilier
- SCPI
- Private Asset
- Assurance
On stage
Speakers
- Brieg DAVID
- Anne MOREAU
- Estelle COTTENCON
- Rémi LÉVÊQUE
- Clément COHEN TANUGI
- Anna ZHYLCHUK
- Hélène DUB
- Emma DEFRANCE
- Romain BALAGUER
- Malina KHAMNOUTHAY
- Valérie COLIN
- Sebastien HOELTGEN
- Claire BALVADirectrice Générale, ADAN
- David CHARLETPrésident, ANACOFI
- Nicolas DUCROSDélégué Général, CNCGP
- Philippe FEUILLEPrésident, LA COMPAGNIE DES CGP
- Séverine FLOTTES DE POUZOLSPrésidente, CLUB AUREP ALUMNI
- Pascale GLOSERPrésidente, CNCEF PATRIMOINE
- Éric PINONPrésident d'honneur, AFG
On the floor
Sponsors and partners
- Abeille Assurances
- ELEVA CAPITAL
- HILBERT INVESTMENT SOLUTIONS
- ALDERAN
- REMAKE
- WEMO REIM
- PERIAL ASSET MANAGEMENT
- NORTIA
- VIE PLUS - SURAVENIR
- SWISSQUOTE BANK EUROPE
Logistics
Where to stay
Places to stay near the venue.
Hôtel Saint-Michel
Mama Shelter
Hôtel Ibis
Staycity
40 Rue Camille Roy, Lyon, 69007
Apparthotel
B&B Hôtel Lyon Centre Part-Dieu Gambetta ★★★
93 Cours Gambetta
Hôtel des Facultés ★
Hôtel des Noailles
Stay on it
Get the next edition
When Patrimonia announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.
Plan this event
Work out who to meet here
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