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 th…