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.
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