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BIL Suisse: wealth transfer must be relevant

Summary by Private Banker International

Wealth transfer is the biggest topic in private banking at the moment with trillions sent to change hands. So what is the right strategy? Maryann Umoren Selfe, head of investment solutions at Banque Internationale à Luxembourg (BIL) Suisse, belives its all about relevancy to clients’ identities. Wealth transfer is not just financial, it is personal. PBI: Wealth transfer is a huge topic in the sector at the moment, but what are people not talking…

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Private Banker International

BIL Suisse: wealth transfer must be relevant

Wealth transfer is the biggest topic in private banking at the moment with trillions sent to change hands. So what is the right strategy? Maryann Umoren Selfe, head of investment solutions at Banque Internationale à Luxembourg (BIL) Suisse, belives its all about relevancy to clients’ identities. Wealth transfer is not just financial, it is personal. PBI: Wealth transfer is a huge topic in the sector at the moment, but what are people not talking…

3 days ago

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Private Banker International broke the news in 3 days ago on Monday, March 31, 2025.

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