Patrimonia Paris · 2027

Agoris analysis · updated October 2026

Key facts

• Patrimonia Paris is the Paris edition of Patrimonia, the event for professionals in wealth management advice, organised by the Infopro Digital group. A single day, designed for advisers from Île-de-France, the north and the west of France.
• Next edition: Tuesday 16 March 2027, at the Palais des Congrès de Paris, Porte Maillot, from 9am to 7:30pm.
• Change of venue: the first two editions were announced by the organiser, in June 2025 and then April 2026, at the Carreau du Temple, in the 3rd arrondissement.
• Organiser: ETAI SAS, publisher of the website, on behalf of Infopro Digital. ETAI also publishes the website of the Convention Patrimonia in Lyon, organised by the same group. No co-organiser.
• Annual frequency since the launch in 2025.
• Results of the 2026 edition as published by the organiser: 1,879 participants, more than 140 partner-exhibitors and 18 speaking slots.
• New for 2027: Patrimonia Signature, a trade show devoted to alternative assets, takes place in parallel, in a separate and deliberately more exclusive space.

Who exhibits

Typical profile

The offer brings together producers of savings products and of financial or property investments. The organiser lists the exhibitor families: banks, private equity and private assets, consultancies, fintech, property companies, wine-growing and forestry land groups, fund distribution platforms, gold and precious metals providers, property developers and builders, service providers, PSANs (digital asset service providers), life insurance companies, asset management companies (UCITS) and SCPI management companies (property investment funds).

According to the January 2026 press release, the group makes it its second flagship event for the finance and wealth management sector, after Patrimonia Lyon. Some exhibitors attend both events: the May 2025 press release mentioned regulars of Lyon as well as newcomers.

Notable exhibitors

The official website does not publish a list of exhibitors by name for the 2027 edition. Sales are open: interested companies can use the exhibitor form on the website.

Visitor quality

The audience is exclusively professional. The profiles listed by the organiser: wealth management advisers, private bankers, financial advisers, account managers in banking networks, private portfolio managers, family offices, fund selectors, wealth engineers, estate agents, insurance or mortgage brokers, general agents, accountants and notaries.

The organiser states that these visitors are selected and qualified by its team. The organiser announced free admission for professionals registering online in both 2025 and 2026 (press releases of 11 February 2025 and 15 January 2026). For 2027, registration has not yet opened: the website offers a newsletter to be notified when it does.

No OJS certification or third-party audit is published. The figure of 1,879 participants for 2026 is the organiser's own, with no breakdown between visitors and exhibitors.

Events & community

Conference programme

The format relies on three types of speaking slots: plenary panels on the sector's major issues, masterclasses in which partner-exhibitors share their experience, and talks devoted to practical solutions for running an advisory firm. The 2027 programme will be unveiled from January 2027.

To set the tone, the 2026 edition announced two plenary conferences: "Wealth management & digital: meeting the aspirations of a new generation" in the morning, and "Mutual insurers, brokers, wealth advisers... A shared interest in developing retirement savings" in the afternoon, supplemented by around fifteen exhibitor talks and masterclasses. The organiser describes the show's editorial DNA as oriented towards fintech, new investment trends and innovation aimed at young wealth advisers, with a significant place for life insurance and retirement savings.

Afterwork and networking

The day ends with a "Happy Hour" afterwork from 6:00pm to 7:30pm, presented as the time for networking among peers and with exhibitors.

Patrimonia Signature

For 2027, Infopro Digital is launching Patrimonia Signature, presented as the first trade show devoted to alternative assets: philanthropic assets, wealth solutions, passion investments and collectibles. It is organised in parallel with Patrimonia Paris, on the same day at the Palais des Congrès, in a separate space. It targets professionals who advise high-net-worth clients. For this first edition, the organiser expects 1,000 participants and 50 partner-exhibitors: these are targets, not to be added to the Patrimonia Paris figures.

Community & networks

The show is present on LinkedIn, Instagram and Facebook. Press accreditation requests will open in early January 2027, via the press page of the website.

On site: what you need to know

The show takes place at the Palais des Congrès de Paris, 2 place de la Porte Maillot, in the 17th arrondissement. By metro: line 1, Porte Maillot station (exit 3); by RER: lines C and E, Neuilly - Porte Maillot station; by tram: T3b, Porte Maillot stop; by bus: lines 43, 73, 82, 244 and PC. By car, the organiser indicates the Indigo Porte Maillot car park.

The show is open from 9am to 7:30pm, afterwork included. The single-day format targets advisers travelling from Île-de-France, the north and the west of France.

How much does it cost to exhibit

Preparing your visit

For exhibitors

• Ask for the floor plan again when booking: the show is leaving the Carreau du Temple for the Palais des Congrès, so the stand locations of previous editions no longer serve as a guide.
• Prepare a speaking slot: masterclasses and talks are given by partners and exhibitors, and appear in the programme published from January.
• Concentrate meetings on the day: with no second day to catch up on a missed contact, meetings are best fixed before the show.
• Check the relevance of Patrimonia Signature if your offer concerns alternative or collectible assets: the two events take place in parallel, in separate spaces.

For decision-maker visitors

• Register as soon as registration opens, announced via the show's newsletter.
• Consult the programme published in January to choose between panels, masterclasses and talks.
• Keep the end of the day free: the 6:00pm to 7:30pm afterwork is designed by the organiser as the day's networking time.

Policy & CSR initiatives

The Patrimonia Paris website has no section devoted to the environment or CSR, and no initiative specific to the Paris edition is published.

At group level, Infopro Digital publishes an environmental policy signed in March 2025, which refers to ISO 14001 certification and sets seven objectives for 2025 to 2027, including putting in place a common action plan for its trade shows and events. The policy states that ISO 14001 certification covers, in France, the organisation of trade shows, events and training courses; the group's 2025 ESG report nonetheless names Infopro Digital Holding and HaynesPro BV as the certified entities, without citing ETAI: the exact scope for Patrimonia Paris is not documented. The same report cites, for Patrimonia Lyon, a collection of unconsumed food from exhibitors, renewed in 2025; nothing equivalent is documented for the Paris edition.

As for the venue, Viparis, operator of the Palais des Congrès de Paris, mentions on its page devoted to the site a renewal of ISO 20121 certification (with no date or scope specified) and a BREEAM In-Use certified site, rated excellent.

The show's evolution

Trajectory analysis

The show was announced in February 2025 as a one-day event joining the Convention Patrimonia in Lyon, with a clear aim: to bring the event closer to advisers in the Paris region, but also in Hauts-de-France, Brittany and Normandy, and to the Paris head offices of asset management companies. The initial announcement counted on 75 exhibitors; three months later, the organiser announced more than a hundred. The January 2026 press release announced close to 120 for the second edition, and the published results report more than 140 partner-exhibitors.

The calendar is drifting towards the start of the year: June in 2025, April in 2026, March in 2027. The calendar thus diverges from that of the Lyon convention, which was held at the end of September in 2025 (24 and 25 September) and on 30 September and 1 October in 2026.

The move from the Carreau du Temple to the Palais des Congrès, accompanied by the creation of Patrimonia Signature, changes the show's setting: a congress centre in place of the 3rd arrondissement hall, and two events on the same day. For an exhibitor, the question becomes one of visibility against a broader offer; for a visitor, one of choosing between two spaces in a single day.

No date has been announced to date for the 2028 edition.

All data that does not state its source comes from the organiser's website.

Unless otherwise stated, all factual data in this listing comes from the organiser's official website (patrimonia-paris.fr).