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Mar 01, 2018

Digital wealth management offerings must specifically address the needs of female clients, needs that differ in many important aspects from those of male high-net-worth individuals (HNWIs). Digital services tailored to female HNWIs offer significant opportunities for wealth managers and this report provides strategic and practical advice on how wealth managers can employ the right digital tools and channels to reach this highly important client segment.

This data-driven report identifies the differences in attitudes between affluent and wealthy women and men, and explores how affluent and wealthy women in five key markets—the US, the UK, France, Germany, and Switzerland—digitally behave when managing their assets.

It identifies their preferred devices and communication channels and mobile app features for financial matters and analyzes the women’s awareness of and openness toward robo-advisors, as well as the main features they expect. The report compares the female findings with those of the male respondents to explore the specifications of the female sample.

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