The changing face of wealth
Women tell us that the industry doesn't understand their needs, values and goals. Our research shows only 2% of wealth managers see women as an audience with specific requirements. And the majority of women switch wealth managers because they want an advisor who listens to them, treats them as an individual and eliminates the jargon.
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We are committed to improving women's financial confidence and better serving their needs, so we can make a profoundly positive impact.
Key questions to ask yourself.
You want to give your children the best future. But what do they need?
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