Women's Wealth

Financial planning for women

Being a woman comes with new roles and responsibilities time and again. To be prepared for any unexpected changes, an independent and strategic wealth plan is essential.

Why do women require a different kind of wealth planning?

Higher life expectancy

Swiss women live to an average age of 85.2, men to 81.2.

More careful decision-makers

Women are often more cautious when choosing their investment strategy

Financial disadvantages

60% of working women work part-time

  • Invest in the future: It makes sense to set up a personal retirement plan at an early stage.
  • Invest profitably: Invest your income taking your personal circumstances into account.
  • Prepare for the unexpected: Unemployment, part-time work and a lower salary when returning to work will affect your portfolio development.

By women for women: financial planning advice

Our advice – your benefits

  • Sensible wealth structuring based on your needs
  • Active support in planning your pension, succession and taxes
  • Specific financial planning just for women

Our experts are here for you – we look forward to speaking with you.

How do women manage their financial situation?

Read here about how different women around the world deal with their finances.


How well do you understand investments?

Take our test to find out how your values and your financial knowledge affect your investment planning.