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

  • A New Virtuous Cycle for Banks
  • MORE
  • The "New New Normal" in Retail Banking
  • MORE

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Impact Stories

  • Cost Reduction, Transformation for an Asset Manager
  • Find out how BCG transformed a major asset manager while rapidly reducing operating expenses by 20 percent.
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