Wealth Planner - Bâloise International Life

Aurélie Bieche - Wealth Planner

Aurélie Bieche is a Wealth Planner in the Tax & Wealth Planning Department of Bâloise Vie International.

Aurélie took a Masters 2 degree in Economic Management Law with a specialisation in Wealth Management in 2012 and began her career as a Wealth Engineer at a Family Office in France. In 2016, she joined a life insurance company in Luxembourg in the same role.

She joined Bâloise in January 2018 as a Wealth Planner. As part of her role, she assists the Company's other departments by analysing and proposing wealth planning solutions which are legally and fiscally applicable for both customers and partners.


Life insurance policy / Trust / Foundation: the comparative – Case Study / chapter 1

Case Study Mobility – Case Study / Chapter 2

Calculation of the NAV of an internal dedicated fund – Infographics / Chapter 3

The Specialised Insurance Fund: a Luxembourg innovation in investment vehicles. – Did you know? / Chapter 3

Operation of the special privilege in the event of default by the insurance company – Infographics / Chapter 4

The Sapin II Law: consumer protection or confiscation of savings? – Did you know ? / Chapter 4

The parties in the insurance contract – Infographics / Chapter 4

Asset protection and estate planning – Interview / Chapter 4

Life insurance policies and beneficiary clauses in France – Did you know ? / Chapter 9

Life insurance and skipping a generation – Infographics / Chapter 9

Portability France-Italy – Case Study / Chapter 10