Wealth Management for Women
Helping more women take control of their financial future and closing the wealth advice gap
Why this matters
Women are building, managing and transferring more wealth than ever before, yet too many still feel underserved by the wealth management industry.
According to The Money and Pensions Service’s (MaPS) UK Adult Financial Wellbeing Survey 2021, 60% of women do not have a financial plan for retirement. Our ambition is to change that by making financial advice more accessible, more relevant and easier to act on, with a tailored proposition combining bespoke advice, financial education and purposeful partnerships.
Why women's wealth deserves a different conversation
It's time to change the conversation around women and wealth
Watch this episode of The Power of Good Advice. Host Katie Derham is joined by our experts, Tracy Browne (Financial Planning Director) and Tom Cadwallader (Investment Management Director) to explore the unique challenges women face: from the mental load of family life to the impact of career breaks.
Report: The hidden forces shaping women’s financial futures
“Financial futures are shaped in context, and when the context changes, so too does our sense of our future possibilities.”
Produced in partnership between Evelyn Partners, The Compassion in Financial Services Hub at the Edinburgh Futures Institute and expert Emily Shipp, this report explores the hidden forces shaping women’s financial futures, and how wealth managers, firms and institutions can meaningfully close the advice gap.
Let’s start the conversation
Whether you’re just starting to think about your financial future or actively planning for your next chapter, a conversation with one of our wealth managers is a great place to begin. No pressure, no assumptions, just a clear view of what’s possible.
Stay informed with expert insights
- Insight
Confident investing for women: embracing risk
Women have historically been risk-averse when it comes to investing. But financial independence is growing among women creating the need for tailored advice that reflects the complexity of modern life
- Insight
Why longevity matters for successful women
We talk to Nottingham Forest Netball’s Chelsea Pitman on why for women, longer lives and lower earnings on average make early longevity planning essential
- Insight
Game changers. Tackling the gender advice gap with purpose and partnership
Empowering women is essential to building a more inclusive, confident and financially secure future for everyone
- Insight
The rise of women’s sport and its impact beyond the game
The growth of women’s sport is reshaping not just the games we watch, but the opportunities, confidence and leadership it inspires beyond the pitch
- Insight
The rise of women-led wealth: redefining financial advice for women
While much of the financial focus on International Women’s Day is on closing the wage gap or pensions gap, it’s closing the wealth advice gap that could have an even bigger impact on financial outcomes for women
