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.
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.
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