Wealth Transfer is currently the largest subject in Private Banking with trillions that are sent to change the owner. So what is the right strategy? Maryann Umoren Selfe, head of investment solutions at Banque Internationale à Luxembourg (Bil) Suisse, believes that they are all about relevance for the identity of customers.
Wealth transfer is not only financially, it is personal.
Maryan over Madyran, head of investment follow -up, Bankier Increslands, Banque, Banque in Luxembourg (BIS) Suzz) Suzise: Although much of the discussion about wealth transfer focuses on tax efficiency and estate structuring, it is often overlooked how this shift will again define the investment priorities. Women will inherit and control considerably capital in the following decade, but the investment landscape is not fully adapted to their needs and interests.
One of the most under -financed but commercially promising sectors is the health of women. Although it is a trillion dollar market, it is still being overlooked by regular investors. As more women take over control of wealth, they are increasingly interested in deploying capital compared to investments that match their values, whether that is investing gender lens, impact -oriented strategies or financing innovations in women’s health. The real conversation should not only be about how wealth is transferred, but where it is invested and whether the financial sector is equipped to support this shift.
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Maryann Irresrers Self, head of investment solutions at Banque Internal à Luxembourg Branch (Bil) Suises
The dynamics between banks and their customers are evolving. Previously, asset management was largely focused on conservation, but today we see a growing emphasis on targeted investment. Women who inherit wealth are not only looking for capital; They want to understand how it can be used to create impact, generate strong financial returns and support the causes they care about. This shift reflects broader social trends. The concept of wealth is evolving, not only in terms of financial assets, but also in the ability to gain access to exclusive opportunities, whether it concerns healthcare, lifetime or private market investments.
Likewise, investment strategies are expanding further than traditional asset spreads, with a growing interest in private markets, including risk capital and private equity in sectors such as women’s health. However, many financial institutions still have to fully adapt to this shift and continue to prioritize standardized investment products instead of offering customized access to emerging, fast -growing options.
In order to remain relevant, asset managers must go beyond standardized investment solutions and acknowledge that women are increasingly tailor-made,-released strategies. This means: • Expansion of access to private markets, in particular risk capital and private equity options aimed at the health, lifetime and precision medicine of women. • Providing structured networks and educational sources to support women interested in investing in entrepreneurs guided by women, either through Angel Investing and direct co-investments. • Development of special investment funds for gender lenses and financial products that offer investors direct exposure to: o Public and private market funds aimed at companies led by women. o Debt and stock financing structures that support female entrepreneurs. o Thematic portfolios in sectors where women become historically disadvantaged, such as healthcare, financial inclusion and sustainable consumer goods. Just as personalization has become a characteristic of modern luxury, either in health care, well -being or experiences, investment solutions must also be made more tailor -made. Women want access, knowledge and investment paths that reflect their long -term vision. Rijksdommanagers who do not evolve the risk of losing a growing segment of influential investors.
Wealth transfer is not just a financial event; It is a moment of identity shift. And for women, that shift comes with different questions. Not only: “How do I keep this wealth?” But “what should I do with it? What kind of inheritance do I want to build?” These conversations are not only about tax efficiency and estate planning. They are also about goal, inheritance and ensuring that the capital women not only support them, but actively forms the world they want to see. The best time to start these conversations? Before the wealth changes owner. The more proactive we are in the goal of coordinating wealth, the more transformational transfer of wealth will be.
“Bil Suisse: Wealth transfer must be relevant” was originally made and published by Private Banker International, a Global Data brand.
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