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
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.
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…