PATRIMOINE GESTION — Family offices — LYON 2EME, France
Créé en 1984, PATRIMOINE et GESTION est un cabinet spécialisé dans le conseil patrimonial et financier, avec nos quatre bureaux situés à Dijon, Lyon, Paris et Reims.
Family offices · Wealth Investors (LP)
Activities
- Multi family offices
Location
LYON 2EME, France
PATRIMOINE GESTIO…
Wealth Investors (LP)
Family offices
non certified account awaiting for administrator
PHONE
WEBSITE
ADDRESS
69002 LYON 2EME
France
COMPANY
ACTIVITIES
Description
Solutions & philosophy
COMPANY INSIGHTS
RANKINGS
(LAST UPDATE DATE : 5/05/2026)
Hubfinance analyses thousands of signals to assess a company’s reputation, partner performance, and talent attractiveness. Each module is based on a dedicated set of indicators, allowing precise benchmarking against your peers.
B2B SCORING
Indicators: 24
Ranked companies: 6416
❌ Not available for this company
EMPLOYER BRAND STRENGTH
Indicators: 11
Ranked companies: 9903
❌ Not available for this company
NEXTGEN ATTRACTIVITY
Indicators: 11
Ranked companies: 2915
❌ Not available for this company
COVERAGE
Affinity-based company mapping based on 40 product & service sensitivities across 6 categories.
Liquid Markets
Among: Absolute Return & Hedge Funds • Digital Assets (liquid access) • Equities (Developed) • Equities (Emerging) • ETF & Indexing • High Yield Bonds • Investment Grade Bonds • Money Market & Short Duration • Structured Products • Thematic Equities
Private Capital
Among: Buyout • Club Deals • Co-investments • Fund of Funds • Growth Equity • Impact Private Markets • Private Debt • Secondaries • Special Situations / Distressed • Venture Capital
Real Assets
Among: Alternative Real Estate (student/senior/healthcare) • Climate Transition / Renewables • Collectibles (Art/Wine/Cars) • Commercial Real Estate • Digital Infrastructure • Infrastructure (Core/Brownfield) • Logistics & Industrial • Natural Resources (timber/farmland/precious metals) • Real Estate Funds & REITs (REITs, French SCPI/OPCI) • Residential
Wealth Solutions (Structuring)
Among: Capitalization Contract • Cross-border Planning • Estate Planning • Family Governance • Life Insurance (France) • Life Insurance (Luxembourg) • Pension Strategy • Pension Wrappers • Philanthropy • Retirement Planning • Tax Optimisation • Trusts & Foundations
Digital & Tech
Among: AI & Machine Learning • Cloud & Infrastructure • Cybersecurity & IAM • Data Platform & Analytics • Digital Experience & Transformation • Enterprise Platforms (CRM/CMS/Marketing automation) • Integration & APIs • Regtech & Compliance Tech (KYC/AML) • Tokenization / RWA • WealthTech Platforms (PMS/OMS/EMS)
PARTNERS
14 companies have mentioned this
company as partner.
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Analyze
Your market scores and rankings
Access key indicators to assess your performance in customer service, communication, ESG, financial engineering or tax regulations. Benefit from a 360° view with real-time updates, helping you to continuously optimize your business and achieve your professional goals.
Attend
50 conferences, lunches and cocktail parties
Take part in over fifty prestigious events every year, held in major cities such as Luxembourg, Paris, Geneva and Monaco. Hubfinance also enables you to create and manage your own online thematic circles, boosting your networking and collaboration opportunities.