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/
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