Wealth in Women's Hands

This report looks at the key drivers of the rise in female wealth, the reasons for the gender investment gap, and offers food for thought to women about how best to manage their money to make it work as hard as possible.

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US$5trn

The annual rise in female controlled wealth globally. There is also a long-term trend in the UK towards women owning more wealth. 

£599bn

The gender investing gap in the UK. While women are closing the wealth gap, they are still less likely than men to invest or use financial planning. 

1 in 10

Women who say they understand investing: reasons for the low proportion include the use of jargon by the finance industry. 

Introduction

Among the reasons for the rise in female-held wealth are life events such as inheritance and divorce, as well as more women founding their own companies or reaching the top of their organisations: the report will delve further into each of these factors. Women are more likely than men to be risk-averse and to hold their money in ways that are traditionally seen as ‘safe,’ such as cash – yet this approach may often not be the best; investing wealth and structuring it to make the most of tax reliefs are important steps to try to preserve it for the long term.

Wealth in Women's Hands
The changing profile of wealthy women and their financial lives

Consultant Katie Larnach takes a closer look at the ways in which the financial behaviours of affluent women are rapidly changing.

Mind the investment gap

Despite women gradually closing the pay gap and advancing in the world of work, they are still far less likely than men to invest money: and this is contributing to a staggering £599 billion…

How could wealth planning help?

Everyone’s wealth journey is different and depends on their personal objectives and circumstances. However, there are common experiences that women face, which can have a significant impact on their…

Download the report

The report also includes:

  • The wider context of female-held wealth: women are living longer than men and gradually closing the wealth gap.
  • Inspiring stories from female founders who have started their own companies and the challenges they have faced, as well as practical advice for women thinking of starting their own ventures.
  • An insight into the financial life of England cricket player Tammy Beaumont MBE – and her experience of managing money as a professional athlete.
  • Why JM Finn is the right investment partner for women to manage their wealth.
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With roots firmly established in private client broking, the ethos of investing to match an individual’s investment goals still prevails today.