Story perspectives

Trillions in Wealth Transfer: Women Demand Impactful Investments

3/30/2025

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Summary

Story summary

Wealth transfer in private banking is significant, with trillions of dollars at stake.
Maryann Umoren Selfe from Banque Internationale à Luxembourg highlights the importance of aligning investment strategies with clients' identities, particularly for women.
Women are poised to inherit substantial wealth and show interest in impact-driven investments, especially in women's health.
Wealth managers need to provide tailored, values-aligned strategies and access to private markets to adapt to client needs.
Proactive discussions about wealth transfer should prioritize purpose and legacy over mere financial preservation.

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Story summary

Wealth transfer in private banking is significant, with trillions of dollars at stake.
Maryann Umoren Selfe from Banque Internationale à Luxembourg highlights the importance of aligning investment strategies with clients' identities, particularly for women.
Women are poised to inherit substantial wealth and show interest in impact-driven investments, especially in women's health.
Wealth managers need to provide tailored, values-aligned strategies and access to private markets to adapt to client needs.
Proactive discussions about wealth transfer should prioritize purpose and legacy over mere financial preservation.