Agenda
Tuesday, 29th April 2025
10:30 – 11:00
The Evolution of Wealth Management Consulting: The Power of Client Profiling and Behavioural Finance
Kurt Vanhee, Managing Director Continental Europe, Objectway
Jurgen Vandenbroucke, Managing Director, everyoneINVESTED
The 10th Edition of the Private Management Forum by L’Agefi will be the ultimate occasion for private banks and family offices to uncover best practices and fruitful insights for retaining their existing clients and enhancing their current projects.
The political instability and the possible change in the rules of the tax game, is challenging private banks and family offices. While some wealthy individuals have already opted for exile, and despite a persistent lack of visibility, the wait-and-see attitude that may have been imposed a few months ago cannot replace financial advice.
Given this context, our Kurt Vanhee, Managing Director Continental Europe, and Jurgen Vandenbroucke, everyoneINVESTED’s Managing Director, will explore how empowering advisors with the right tools is transforming client engagement across the entire wealth journey, and how digital innovation can enhance the client relationship at every stage. Thanks to key insights from over 5000 French banking clients, we will take a deep dive into client profiling and behaviour.
Objectway and everyoneINVESTED, a leading international player in Digital Wealth & Asset Management software, have entered into a partnership agreement that enables everyoneINVESTED financial institutions and asset managers to access to their digital investment technologies in a more fast, effective and smoother way.
Get ready to discover how to build and maintain a seamless client experience while offering a highly personalised service.
Register now to secure your place and get ready to meet us at Forum Gestion Privée 2025!
Event Information
29th April 2025, Shangri-La Hotel, 10 avenue de Iena
75016 Paris
We’re looking forward to meeting you in Paris!
Speakers

Kurt Vanhee
Kurt has joined Objectway in 2013 and since April 2020 he has become Objectway Managing Director Continental Europe & North America. Over the years, he has acquired in-depth knowledge and skills in the wealth management, IT, customer delivery and business development activities, working within different international and cutting-edge environments. His nearly 30-years career has always been focused on a customer-centric approach for both large and medium-size financial organizations.

Jurgen Vandenbroucke
Jurgen joined everyoneINVESTED in April 2020 as Managing Director. He has over 25 years of experience in investment-related innovation and has contributed to several peer-reviewed publications on applied behavioural finance. His long-lasting professional experience has always focused on the development of robust and easy-to-use solutions that support investor protection and long-term investment, thereby improving the scalability of compliant investment services.