Patrimonia is Europe’s largest gathering of professionals in the wealth management industry: Certified Wealth Management Advisors (CGP), Certified Investment Advisors (CGPi), Family Offices, Private Asset Managers, Certified Public Accountants, Notaries, Brokers, Lawyers… 

In 2025, for its 32nd edition, the Convention brought together 9,067 wealth management professionals from across France to meet with partners (real estate, SCPIs, private assets, insurance, management companies, etc.), network, attend training sessions, monitor the market, and understand market trends...