BREAKFAST SESSION - Wealth management roundtable
📅 Thursday January 29, 2026
🕛 08:30 – 11:30 (including breakfast & networking)
🗣️ Dutch
💶 Free
You're too late!
This event already took place, and it was inspiring! Take a peek at our favorite moments.
Compliance in wealth management and investment advisory is becoming increasingly complex.
More regulations, more documentation, more follow-up, and above all, too much manual work. The real challenge today is not just to remain compliant, but to organise compliance in a smart way.
Lighthouse and Harmoney invite you to an exclusive Harmoney Circle breakfast event, specifically for wealth managers, portfolio managers, investment advisors, and fund management companies.
A compact, interactive morning format where peers share their real-life challenges and where we show how compliance can be organised in a simpler, more consistent, and audit-proof way.
How the morning went
A closed-door, off-the-record session with Belgian wealth and asset managers, no slides, no sales pitches. The shared conclusion: the hardest challenges, from onboarding to ESG updates, get easier to solve once compliance teams compare notes with peers. Read the full recap and key takeaways.
Who is this for?
This breakfast event is intended for professionals active in wealth management, portfolio management, investment advisory, and fund management companies.
Why you shouldn’t miss this event
During this breakfast event, you will:
- start from shared real-life challenges, not from rules or tools
- hear how other organisations deal with the same compliance issues
- exchange experiences on what works and what doesn’t
- discover how compliance can be orchestrated without adding complexity
- gain insights that can be applied immediately within your own organisation
The Harmoney Circle is not about inspiration for “someday”, but about concrete lessons you can take with you today.
Your morning, mapped out
08:30 – 09:00 // Welcome & breakfast
An informal start with coffee, breakfast, and first conversations between peers.
09:00 – 09:15 // Introduction to the Harmoney Circle
Why orchestration is the next step in compliance for wealth managers.
09:15 – 10:00 // Roundtable – your reality today (part 1)
Open discussion around common pain points:
- Screening workflows
- Documentation of legal entities
- Follow-up and periodic reviews
- Risk scoring and consistency
10:00 – 10:15 // Break & networking
10:15 – 11:00 // Roundtable – your reality today (part 2)
Continuation of the open discussion on shared challenges.
11:00 – 11:30 // Open discussion & shared lessons
What truly works? What do we take away? Which next steps make sense for your organisation?
Meet our speakers
Wouter Dhont
Seasoned compliance & governance consultant & co-founder of Lighthouse
Frank Verhaest
Partnership Director, Harmoney
Part of the Harmoney Circle
The Harmoney Circle brings compliance professionals together in a compact, practical, and no-nonsense format. Without theoretical models or sales pitches, but with real cases, open peer-to-peer exchange, and insights you can immediately apply within your own compliance operations.
To stay informed about upcoming Harmoney Circle sessions and other compliance-focused events, make sure to subscribe to our Newsletter ⬇️.