Women Investors: Driving Empowerment, Confidence, and Success

Women have become financial powerhouses and have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth. This change makes one thing clear—whether women are wealth creators, inheritors, or owners through marriage, they need to take responsibility for preserving, enhancing, and ultimately, transferring their assets. In this paper, we explore women’s changing role in wealth management, the obstacles they face, and strategies for actualizing their potential as both investors and wealth leaders.