The Geneva community of 100 Women in Finance came together for an inspiring evening dedicated to a topic that concerns us all: how to build a stronger financial future for the next generation.
Bringing together perspectives from investing and wealth planning, the conversation followed the different stages of an individual’s financial journey, from making the first investment to managing wealth over time and, ultimately, thinking about how to protect and pass it on.
Moderated by Morgane Cesano, the discussion brought together three panellists with complementary areas of expertise: Arjeta Haskad, Head of Product Strategy at Swissquote and founder of the Women Share initiative; Sonia Milici, Head of Marketing and Sales at Yuh, and Fabia Gnaedinger, Counsel at Lenz & Staehelin, Swiss Certified Tax Expert and Certified Inheritance Law Specialist.
Together, we explored three central questions:
How do we start investing?
What are the first steps, and how can we make investing more accessible ?
How do we manage investments over time?
As our personal circumstances, priorities and financial objectives evolve, how should our approach to investing evolve with them?
How do we protect and transfer wealth?
What should we consider today to preserve wealth and prepare effectively for its transfer to the next generation?
The discussion highlighted the importance of starting early, developing financial knowledge and having clear objectives.
It also showed that investing is a journey that needs to evolve through different stages of life. And when it comes to protecting and transferring wealth, planning ahead and starting the conversation early can make a meaningful difference.
A key takeaway from the evening was that building a financial future goes beyond choosing the right investments. Education and long-term planning have an important role to play in giving the next generation the tools to shape their own financial future.
A very warm thank you to our panellists for sharing their expertise and to Swissquote, Yuh and Women Share for welcoming and supporting the 100 Women in Finance Geneva community.
And, of course, thank you to everyone who joined us and contributed to such a lively and insightful evening.
