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Unlocking Women's Wealth

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As the face of wealth diversifies, and women investors demand more sustainable options, this session explored the increasing importance of gender-smart investing products and advisors. Participants heard from this powerful and fast-growing investor demographic, and learned about innovative models and approaches that are meeting next-gen wealth holder needs and demands.

Resources and Links Shared

Speakers
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Michelle Yue

Michelle is Co-Founder of The Beam Network, a membership-based organisation that focuses on financial education to enable women to have greater involvement in the management of their wealth and finances, whilst driving the movement towards financial systems and economic opportunities that are more inclusive and more sustainable.

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Emma Wheeler

Emma Wheeler is an Executive Director and Head of the Women’s wealth program at UBS Global Wealth Management. This well-established and thought-leading program has focused since January 2017 on supporting the financial confidence, participation and wellbeing of female clients, mainstreaming the financial challenges that women face and driving wider financial services industry change to address these. The program also encompasses the topic of Gender Finance and the bank’s involvement with the Gender Smart Investing Summit, the global gathering of thought leaders to drive forward this investment megatrend.

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Dune Thorne

Dune Thorne is a Partner at Brown Advisory where she serves on the Executive Committee & is the Chief Strategy officer for the Private Client and Endowment & Foundation Business. Brown Advisory is an investment advisory firm that manages over $140B for institutions and families from fourteen offices globally. Her work has evolved to focus on sustainable and impact investing, diversity and inclusion and the intersection between investing and philanthropy.

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Tuti Scott

As founder of Changemaker Strategies, Tuti B. Scott is a consultant and coach to high-achieving leaders and teams working on the front lines of social change.

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