BT issue 16 VF - Flipbook - Page 34
ISSUE 16
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WOMEN IN WEALTH MANAGEMENT:
THE RISING TREND AND
ITS EVOLUTION
Written by Karen Ogilvie, Executive Director/Head of Compliance
T
he wealth management industry is undergoing a substantial transformation, with women at the forefront
of this significant shift. In a sector long characterised by male predominance, the rise of women in various
roles is more than a fleeting trend; it’s a meaningful evolution.
Whether leading the charge in top positions, forging deep client relationships, or crafting unique financial
strategies, women are adding new dimensions and perspectives to the field.
Their increasing influence as professionals and the corresponding adaptation of the industry to cater to the specific
needs and preferences of female clients provides a comprehensive view of a financial landscape in flux. This change
emphasises the unique contributions of women and underscores the importance of recognizing and responding to
a diverse and dynamic wealth management environment.
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