Women in Wealth: are you missing the mark? | Webinar

Women will control 40-45% of retail financial assets by 2030. Is your firm ready?

The wealth managers who will win are building strategies around mindset, confidence, motivations, and lived experiences rather than treating women as one segment with a single set of needs.

Rationale’s co-founders Rowan Morrison and Svein Clouston and Senior Strategist Niamh Kidd debunked the myths around women in wealth and introduced a new approach to female personas in wealth management. Watch the full webinar below.

Women in Wealth: are you missing the mark? | Webinar

Share this page

Interested in working with us?