The gender gap in the wealth and asset management industry is one of the few gaps that is gradually narrowing. As money managers aim to catch the eye and serve women with high assets, those women will also express their values through their portfolios. The impact will be felt within the investment industry and beyond.

The Economist credits the shift to more women now being “in well-paid work than before.” This will have big implications for asset and wealth managers.

It is evident that there are many differences in the investment styles of men and women and this article goes into more detail on the differences and how money managers will need to adjust depending on the client.

“Women are more often prepared to be the risk-takers and trailblazers.”

– Julia Balandina Jaquier

How the Wealth Transfer Will Shift to Female Hands

Dan Luner
I'm Social!

Dan Luner

Program Administrator at Envestnet Institute On Campus
1000 Chesterbrook Blvd, Suite 250 Berwyn, PA 19312
(484) 328-5587 | [email protected]
Dan Luner
I'm Social!