FemmeHealth Ventures Alliance

FemmeHealth Ventures Alliance

Share this post

FemmeHealth Ventures Alliance
FemmeHealth Ventures Alliance
How Wealth Managers Can Help Further Female Empowerment

How Wealth Managers Can Help Further Female Empowerment

Exploring what HNW women want from advisors and what it means for wealth managers who want to serve these clients better

Maryann's avatar
Maryann
Oct 21, 2023
∙ Paid

Share this post

FemmeHealth Ventures Alliance
FemmeHealth Ventures Alliance
How Wealth Managers Can Help Further Female Empowerment
1
Share

woman in black jacket sitting beside woman in white blazer
Photo by LinkedIn Sales Solutions on Unsplash

I remember a chance encounter with one of my first female clients. I was a young investment advisor, new to the game and desperate to both cut my teeth and build a thriving book of satisfied clients. It was one of those sweltering hot days in the middle of a real European summer where temperatures averaged thirty degrees Celsius and above when my desk phone rang. On the other end of the line was my team leader. And he needed my help.

Thanks for reading Notes to Selfe: Finance and Investing! Subscribe for free to receive new posts and support my work.

It turned out there was a potential female client who was relocating to a new jurisdiction and therefore needed a new investment advisor - one familiar with the nuances and idiosyncrasies of the new jurisdiction. And I so happened to be one of his advisors with subject matter expertise in this particular jurisdiction. This potential client was an Ultra High Net Worth (UHNW) individual and had a…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Maryann
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share