Today it’s an honor to welcome Alix de Renty, the person behind the Lady’s Bank, an information website dedicated to women’s financial needs. After seeing so many of her female clients sending their brothers/fathers/lawyers for appointments in her private banker role, she decided to do something about it and launched a free content platform back in 2016. Thanks to varied characters and the issues they may encounter throughout their lives, her goal is to make you want to play an active and positive role in your finances. This side activity is her way of giving back time, knowledge, and education on such an important matter. And it’s for everyone, you don’t need to be a millionaire!

In this inspiring talk, we’ll go through what it is to be a private banker, how she helps wealthy clients to build a portfolio, and what we can do at our level. W ...