Why being a woman makes a difference for wealth planning

A higher life expectancy

A longer investment horizon has an impact on your investment strategy. At the same time, your financial planning should take into account changes in your personal situation.

A higher proportion of part-time work

Occupational pension provision may not sufficiently cover your future liquidity needs and must be supplemented by private retirement savings.

A more cautious approach to investing

Women tend to see wealth as a source of security rather than an opportunity. They want to protect themselves better against the unexpected.

That’s why it’s important to participate actively.

9 out of 10 women say that couples make fewer mistakes if they tackle their wealth planning together.

9 out of 10 women say they worry less about their future if they participate in asset planning.

Take on an active role with the Women’s Wealth Academy

Take responsibility for your assets and find out what you need to consider when planning your finances.

Current articles about Women’s Wealth

Women’s Wealth in figures

In Switzerland, 7 out of 10 women do not participate in long-term financial decisions – but leave them to their partners

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In the UBS Investor Watch study, we asked how women around the world take care of their finances.

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Which sustainability topic is close to your heart? Find out in just six steps thanks to our quiz.

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: