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Patrimonia 2026 set for Centre de Congrès de Lyon, 30 September to 1 October, for wealth managers and financial advisers

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Centre de Congrès de Lyon, Lyon
Source: Wikimedia Commons, Lyon-part-dieu-2023.jpg (CC BY-SA 4.0, Aldg692VX)

Patrimonia 2026 will be held at the Centre de Congrès de Lyon, in the Cité Internationale, Lyon, from 30 September to 1 October. The convention is organised by Infopro Digital, and the dates are confirmed on the agenda of GL events Lyon, which operates the venue.

Patrimonia is the annual convention of independent wealth managers and financial advisers in France. Over two days of conferences and exhibition it gathers asset managers, insurers, private banks and fintechs, the firms whose products and platforms are distributed through the adviser channel, alongside the advisers themselves.

The event is a fixture for distribution and product executives in the French savings industry. Heads of distribution at asset managers and insurers use it to present their ranges to the adviser community, private banks and fintechs compete for the attention of the same intermediaries, and the conference programme frames the questions that will shape the year's product decisions. For chief executives of asset management and insurance groups, the two days offer a direct reading of how the independent channel is responding to their offer and where it expects to place client money next.

GL events Lyon lists the event on its Centre de Congrès agenda; programme details are published by Infopro Digital.