The first totally female driven publication in WM shows the following core topics: Impact, gender lens investing, longevity, wealth transfer to gen Z, and therefore a family oriented perspective instead of soley individual personal wealth maximization approach. It appears that women are more thinking in family networks and are optimizing wealth over the life cycle and generations and combined with a stronger risk lends and a stronger risk management approach. These findings of our publication show that enriching the industry with more female managers is important with regards to value driven- and impact investments.

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Learn or Loose: Wealth Management Needs Female Wealth Managers

  • Karen Wendt,
  • Marta Ra

摘要

The first totally female driven publication in WM shows the following core topics: Impact, gender lens investing, longevity, wealth transfer to gen Z, and therefore a family oriented perspective instead of soley individual personal wealth maximization approach. It appears that women are more thinking in family networks and are optimizing wealth over the life cycle and generations and combined with a stronger risk lends and a stronger risk management approach. These findings of our publication show that enriching the industry with more female managers is important with regards to value driven- and impact investments.