Our objective is to better serve women, increase their financial confidence and contribute to the advancement of UN Sustainable Development Goal 5 – achieve gender equality and empower women and girls.
What do we want to achieve?
Together with you, we want to:
Transform our business to create an industry leading experience for female clients
Build greater financial confidence among 1 million women and provide know-how
Evolve our offering to include more sustainability, diversity and long-term investment opportunities, enabling more clients like you to facilitate capital towards Sustainable Development Goal Number 5
Provide access to a collaborative community of like-minded people and inspire dialogue around gender equality and female empowerment
Drive advocacy in the financial services industry so that we all transform to serve women better
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 created the change program to better serve our female clients.
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 like awards and gender equality indexes:
women say they are financially confident
men say they are financially confident
How can we support you?
Build a meaningful relationship with your financial advisor
Connect financial plans with your needs, values and goals
Improve your financial confidence
Exchange knowledge with like-minded people
Contribute to gender equality and female empowerment
Access advice and financial resources that match your individual aspirations
How we make a difference
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.