Publications

Publications

Women Investors, a Critical and Growing Factor for Success in the Wealth Management Industry

Women Investors, a Critical and Growing Factor for Success in the Wealth Management Industry

The shifting landscape of the wealth management sector has moved industry participants to refocus business strategies. Simultaneously, women have emerged as interested, committed, and knowledgeable investors. The spending power of women and the amount of wealth they control has grown significantly. Today, women represent a meaningful investor segment and capturing this segment is a massive opportunity for wealth management firms. However, to capture the segment, firms not only need to develop specific capabilities, but also the focus to meet the needs of the female investor.

EquityGender Finance