The world of wealth advisory meets in Lyon from 30 September to 1 October 2026. The convention holds its new edition at the Centre de Congrès de Lyon in the Cité Internationale and brings together supply and demand around investment and real estate assets.
Dates and venue of Patrimonia 2026 in Lyon
Patrimonia 2026 takes place from 30 September to 1 October at the Centre de Congrès de Lyon (Cité Internationale). The venue provides access from the train station and the city’s urban transport network. The official website includes maps and arrival recommendations for exhibitors and visitors.
Key figures of the event
The convention brought together 9.067 wealth professionals in 2025. For 2026 the exhibition offering lists 370 companies confirmed. These numbers describe the commercial scale of the fair and the volume of interlocutors that advisors, managers and family offices can contact.
Sectors and profile of exhibitors present
Patrimonia groups suppliers of investment, real estate vehicles and proptech players oriented to wealth clients. Among the usual profiles are asset managers, collective investment platforms, real estate firms focused on private clients and services aimed at family offices. The target audience includes wealth advisors, private managers and professionals looking for solutions for clients’ high-net-worth portfolios.
Preparing for commercial prospecting at Patrimonia 2026
- Segment targets before the event. Identify in the exhibitor list the companies and platforms that fit your client portfolio and prioritize contacts by product and average ticket.
- Schedule meetings in advance and confirm room bookings. Most exhibitors offer slots for B2B meetings; booking avoids wasting time at the venue.
- Adapted support material. Bring clear technical sheets and product comparison documents aimed at advisors and family offices. Documentation with figures, case examples and commercial terms facilitates the conversation.
- Lead capture processes. Define how to collect and register contacts on the spot with a workflow for post-event follow-up. Assign people responsible for quick handling of opportunities.
- Messaging designed for wealth interlocutors. In initial communication prioritize regulatory aspects, applicable taxation and risk profiles — topics that interest advisors and managers.
How to take advantage of the presence of proptech and real estate exhibitors
Patrimonia 2026 combines traditional investment offerings with technological solutions applied to wealth management. For commercial teams selling technology it is key to show integrations with advisory processes and concrete use cases. For real estate companies it is efficient to present products with profitability hypotheses and tax scenarios adapted to private clients.
Closing and practical recommendation
If your objective is to win relationships with advisors and family offices, plan your agenda around the 370 exhibiting companies and the panel discussions scheduled by the organizers. Bring documentation that answers technical and tax questions and enable a clear circuit for commercial follow-up. Check registration and access details on the official page http://www.patrimonia.fr and book in advance to optimize meetings during the days of the congress.
