Abstract
This report identifies trends and opportunities for firms and financial advisors serving high net-worth women. The high net worth women segment is defined as those having more than $500,000 in investable assets (excluding the primary residence). They are concentrated mainly-though not solely-in the age 45 and higher age segments. A sizeable percentage of these women are Baby Boomers and will soon retire in unprecedented numbers.
The major themes in this report:
- The wealth market has grown considerably, and will continue to grow rapidly over the next five years.
- High net-worth women tend to be married, and share decision-making with their spouses.
- Fewer than 20% of high net-worth women use a financial advisor.
- Most high net-worth women, including younger women, have some sort of financial plan which includes retirement planning.
- High net-women appear to be underserved by private equity and hedge fund firms.
View Cart
