Our research shows women are under-advised and under-engaged with investing compared to men. This is despite the fact that over the coming years, women are likely to control greater proportions of UK wealth.
Yet, advice is still largely characterised by a majority of male advisers* dealing with mainly male clients or male-introduced couples.
Engaging greater numbers of women is a significant opportunity for advisers looking to build their business with the wealth ‘growth’ clients of the future. The challenge is to proactively engage with women and understand their different needs and pain points.
Our survey reveals:
The ‘wealth transfer’ has been mostly defined as the passing of assets from the old to the young. Less attention has been paid to the critical role women play in managing family wealth, given their greater longevity. Before advisers learn to connect with the ‘Tik Tok’ generation, the urgent unmet need is to build greater engagement with women.
The wealth pendulum is swinging towards women. The pressing challenge for advisers is to reflect on the balance of their client books and do the same.
*Alina Khan from the Financial Times reported that just 18% of UK advisers are women - Number of advisers grows by just 2%.
Survey
We surveyed 1,000 men and women, aged 26 and over, with £150,000 or more in investable assets or who expect an inheritance of £300,000 or more.
The survey was carried out by Censuswide and was in the field between 31.01.25 and 11.02.2025.
Check out our new Report on the Untapped Potential of Women’s Wealth
Key themes
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Women and investing
11 May 25
14 min read
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Women and advice
09 May 25
5 min read
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Women and passing on wealth
06 May 23
15 min read
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