About us

Changing the face of wealth

Our objective is to better serve women. We provide expertise and best-in-class financial solutions for every stage in our clients' lives. Our aim is to be a reliable partner for our clients, who need more than just a bank.


What do we want to achieve?

Together with you, we want to:

Provide expertise and best-in-class financial solutions for every stage in our clients' lives.

Offering advice beyond investing and access to specialists around the world

Delivering opportunities for women to connect and get more involved in financial decisions

Transform our business to create an industry leading experience for female clients


Why do we need change?

Our research has found that the financial industry is currently underserving women and, as a result, many women lack confidence making decisions about their wealth. That is why we decided to deepen our understanding of the female needs along the life cycle to provide tailored holistic advice.

Making a difference

We’re already well on our way to achieving our goals, from collaborating with female clients and partners to create change.

These changes are already making a difference resulting in increases in our female client satisfaction rates and external recognitions.


41%

women say they are financially confident

56%

men say they are financially confident


How can we support you?

Understand your individual needs along the life cycle

And get involved in long-term financial decisions.

Connect financial plans with your needs, values and goals

Exchange knowledge with like-minded people

Build a meaningful relationship with your financial advisor

Access advice and financial resources that match your individual aspirations


Women’s Wealth 2030: parity, power and purpose

The 2020s are set to be transformational for women’s wealth but first, major challenges must be overcome.

The funding gap

Investors and female entrepreneurs

Own your worth

Why women should take control of their wealth to achieve financial well-being

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.