Winning Women’s Wealth - International Women’s Day Special

About this episode

A panel of leaders discusses the future of women's wealth and the industry's responsibility to create equitable financial experiences.

This International Women’s Day Special brings together four leaders shaping the future of women’s wealth: Rachael Smith (Evelyn Partners), Rebecca Williams (Rathbones), Alice Wright (Canaccord), and Katia Sand (SBR Consulting). Across this powerful conversation, the panel unpacks the seismic shift placing 60% of UK wealth in women’s hands, the confidence myths holding the industry back, the realities of client experience for women, and the responsibility wealth firms now carry to create journeys that feel personalised, empathetic, and genuinely equitable. They explore defining data points (including BNY Mellon’s $3.2T market opportunity), the behaviour shifts needed from advisers, the generational differences affecting women’s financial experiences, and the leadership gap still evident across wealth management. This is an honest, energizing and deeply human conversation, recorded especially for release on International Women’s Day.

People in this episode

Guests: Rachael Smith, Rebecca Williams, Alice Wright, Katia Sand

Topics covered

• women's wealth
• financial empowerment
• wealth management
• gender equality
• client experience
• leadership gap

Keywords

• women's wealth
• financial services
• UK wealth
• client experience
• wealth management
• gender differences
• financial advisers

Mentioned in this episode

Organizations: Evelyn Partners, Rathbones, Canaccord, SBR Consulting, BNY Mellon

Places: UK

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