Winning Women: Key Insights for Wealth Firms Targeting Today’s Dynamic Female Clients 724 1024 Moxie Future

Winning Women: Key Insights for Wealth Firms Targeting Today’s Dynamic Female Clients

Check out this interesting report on female clients in wealth management – to which Moxie Future founder, Jessica Robinson, was on the editorial panel and contributed from our Understanding Female Investors report. As Robinson highlights in the report…


For many women, financial success is also about building a fairer and healthier society for future generations. It’s about being smarter with our money to achieve the kind of change we so urgently need.

Winning Women: Key Insights for Wealth Firms Targeting Today’s Dynamic Female Clients
Wendy Spires, ClearView Financial Media, Global Head of Research, 6 December 2017


Global wealth demographics have been going through seismic shifts in recent decades. Emerging markets have enjoyed explosive growth in their high and ultra-high net worth populations, while a new generation of younger clients has come to the fore. But it is the growth in women’s wealth that is arguably the most important change firms must adapt to: women are currently estimated to control around a third of the world’s total private wealth, with their financial strength growing at every level.

Not only do female clients constitute a large segment, but they are also a highly attractive one inclined towards greater loyalty and advocacy of their trusted advisors. It is therefore paramount that firms do not continue to be largely “gender-blind” and make greater efforts to attract and retain their business.

This cutting-edge study is based on a survey of wealth-holders, entrepreneurs/business-owners, family office professionals and other advisors; along with proprietary data on liquidity events collated by Wealthmonitor.

Over half our survey participants think women’s economic power and financial independence is growing rapidly around the world, and this is convincingly backed up by wealth creation trends. In Europe, female wealth steadily increased throughout the years between 2012 and 2016, with industrials and chemicals the top sector for wealth creation, followed by the consumer and technology sectors.

Many firms pay little heed to gender in their client strategies, but approaching two-thirds of participants think wealth managers should certainly take gender into account. Indeed, 34% see it as being of the utmost importance to an intelligent segmentation strategy. In this context, it is telling that 62% of wealth management professionals believe that the industry does not cater well to the specific wants and needs of female clients, and just one in ten sees women as very well served at present.

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