Entity
  • Patrimonia

    Created in 1993
  • Social networks

    2,904 8,185
  • Entity types

  • Location

    50 Quai Charles de Gaulle, 69006 Lyon, France

    Lyon

    France

  • Employees

    Scale: 11-50

    Estimated: 15

  • SIREN

    866772478
  • Engaged corporates

    29
    22 6
  • Added in Motherbase

    4 years, 3 months ago
Description
  • Value proposition

    [Automatic translation follows] The flagship convention for heritage professionals.

    The Patrimonia Convention brings together each year in Lyon more than 8,700 participants (asset management advisors - CIF, family office, accountants, notaries, brokers, etc.), 350 exhibiting partners (associations, management companies, banks, insurance companies, real estate...).
    Patrimonia allows all these players in financial life to exchange their experiences, establish new partnerships and learn about the evolution of their profession through more than 100 speaking engagements.

    wealth management, asset management, events, finance, heritage, asset management, Infopro Digital, real estate, private equity, CGP firm, trade fair, training, regulation, banking, insurance, management companies, economy, digital, savings, shares , Pacte law, foresight, retirement, and SCPI

  • Original language

    La Convention phare des professionnels du patrimoine.

    La Convention Patrimonia rassemble chaque année à Lyon plus de 8700 participants (conseillers en gestion de patrimoine - CIF, family office, experts comptables, notaires, courtiers...), 350 partenaires-exposants (associations, sociétés de gestion, banques, assurances, immobilier...).
    Patrimonia permet à tous ces acteurs de la vie financière d’échanger leurs expériences, d’établir de nouveaux partenariats et de se former à l'évolution de leur métier au travers de plus de 100 prises de parole.

    gestion de patrimoine, asset management, événements, finance, patrimoine, gestion d'actifs, Infopro Digital, immobilier, private equity, cabinet CGP, salon, formation, réglementation, banque, assurance, sociétés de gestion, économie, digital, épargne, actions, loi Pacte, prévoyance, retraite, and SCPI

  • Patrimonia - La Convention phare des professionnels du patrimoine

    La Convention Patrimonia est le lieu de rencontre des professionnels du Patrimoine. Rendez-vous en septembre 2024.

  • https://www.patrimonia.fr/
Corporate interactions BETA
Corporate TypeTweets Articles
CNP Assurances CNP Assurances
Insurance
Other

1 Oct 2022


France Invest
France Invest
Startup accelerator & VC, Venture Capital and Private Equity Principals
France Invest
Startup accelerator & VC, Venture Capital and Private Equity Principals
Other

29 Sep 2023


Ipsos France
Ipsos France
Polling institute, Research Services
Ipsos France
Polling institute, Research Services
Other

27 Sep 2018


MMA Assurances MMA Assurances
Insurance
Other

30 Sep 2021


Les Notaires du Rhône
Les Notaires du Rhône
Law Practice, Legal Services
Les Notaires du Rhône
Law Practice, Legal Services
Other

1 Oct 2020


Covéa
Covéa
Insurance
Covéa
Insurance
Other

1 Oct 2021


L'Argus de l'assurance
L'Argus de l'assurance
Insurance, Newspaper Publishing
L'Argus de l'assurance
Insurance, Newspaper Publishing
Other

1 Oct 2020


Fiducial
Fiducial
Law Practice, Financial Services
Fiducial
Law Practice, Financial Services
Other

4 Oct 2023


GENEO Capital Entrepreneur
GENEO Capital Entrepreneur
Venture Capital and Private Equity Principals
GENEO Capital Entrepreneur
Venture Capital and Private Equity Principals
Other

4 Oct 2022


ETIC - Foncièrement Responsable ETIC - Foncièrement Responsable
Real Estate
Other

24 Sep 2015


Similar entities
Loading...
Loading...
Social network dynamics