The Changing face of Wealth Making it a business priority to better serve female clients

The Changing face of Wealth

Globally, fewer than one in five women say they are confident about their financial knowledge. Moreover researches show that most of the women are likely to believe they know less than the average investor, when compared with men.

We are committed to improving women’s financial confidence and better serving their needs, so we can make a profoundly positive impact.

That’s why we have been working closely with our female clients for two years to understand how the wealth management industry needs to evolve to better serve their needs.

Our commitment is to increase the financial confidence of one million women by 2021.

Our response to this is UBS Unique.

In the next five years, we will catalyze long-term change in the financial industry to better serve women and enable them to make the most of their wealth. Working closely with female clients and our own network we will spark debate and create real industry change. Enabling one million women to improve their financial confidence. And create an industry-leading service that works for everyone.

UBS Unique

1 - Changing our business to create an industry leading customer experience

Changing the way we view wealth to respond to female values, needs and goals

  • Broadening the dialogue from investment outcomes to the purpose of wealth
  • Refocusing our advisory around a more holistic, life goals-based approach
  • Adapting our offer to better serve female clients 'desire to invest with positive social purpose

2 - Facilitating access, dialogue & community

We have embarked on an ambitious program to create and facilitate debate and dialogue and build a powerful and diverse community of women who will help us to change the face of wealth management and build the confidence of 1 million women by 2021.

3 - Building greater financial confidence

We are collaborating with women to adapt our thought leadership platforms. We are creating a bespoke financial education program in partnership with leading educational institutions to increase financial confidence and give the next generation of female wealth creators the expertise needed to make the most of their wealth.

This is not just for one million women – the wider world will benefit too. Women have a stronger desire to use their growing wealth to drive positive social change.
Together, we are changing the way we do business and we aim to re-define our industry.
Do you want to be part of it?

We’d like to meet you

Come and see us so we can start working towards your future.