First Names Group Blog

    Gendered client service: segmentation or soft skills?

    Posted by Frederique Meyer on 9 January 2019


    As the number of ultra-wealthy women and the percentage of private wealth held by women continue to rise on a global scale, there is increasing recognition in our industry that service needs and preferences can notably differ between male and female clients. Research has highlighted a number of gender-based drivers behind these differences – from life experience to life expectancy – and the importance of tailoring service delivery to ensure the specific requirements of UHNW women are met.

    In the new winter edition of Family Office Magazine, director Freddy Meyer highlights this research and evolved thinking, but flags that we must be careful not to make too many assumptions about what our clients want based solely on their gender. Rather, what she feels really stands out from the research and from our experiences at First Names Group, is the need to prioritise soft skills development among our client service professionals. Click below to read a pdf copy of Freddy’s article.

    Read Freddy's article in Family Office Magazine

    Frederique Meyer is a director of First Names Group’s Private Client team in Switzerland. Freddy has extensive experience working closely with UHNW families and their advisers to deliver expertly tailored fiduciary solutions to meet individual requirements. She prides herself on building trusted relationships with her clients that stand the test of time.

    This article has been issued by First Names Management Limited on behalf of certain companies that form part of First Names Group. The article has been prepared for general circulation to clients and intermediaries, and does not have regard to the particular circumstances or needs of any specific person who may read it. Nothing in this article constitutes legal, accounting, tax or investment advice.

    The information contained in this article has been compiled by First Names Management Limited and/or its affiliates from sources believed to be reliable, but no representation or warranty, express or implied is made to its accuracy, completeness or correctness. All opinions and estimates contained in this report are judgements as of the date of publication, and are provided in good faith but without legal responsibility.

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