Impact & Expertise

Financial Institutions Publications

  • Leveling the Playing Field: Upgrading the Wealth Management Experience for Women

  • Peter Damisch, Monish Kumar, Anna Zakrzewski, Natalia Zhiglinskaya
  • July 2010
  • As wealth management clients, women are both significant and undervalued. They control about 27 percent of the world’s wealth, yet more than half of the women we surveyed feel that wealth managers could do a better job of meeting the needs of female clients. By recognizing the importance of women and the drivers of dissatisfaction among this group, wealth managers can attract new clients and strengthen loyalty. And they can do so by fine-tuning, rather than reinventing, their approach.

  • Read more on bcg.perspectives

Other Publications

  • Global Wealth 2013: Maintaining Momentum in a Complex World
  • MORE

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  • Brussels

Impact Stories

  • Delivering on the SME Pricing Opportunity at a Major Bank
  • Find out how BCG worked with a leading bank to turn pricing ideas into rapid bottom-line impact in SME banking.
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