The Beam Network hosted its inaugural Women in Wealth event on Thursday, February 9th in London. The discussion centred around how the finance industry can best partner with and serve women clients.
The key takeaways from the event include:
The Importance of Community:
Women want to connect and share experiences to make better decisions. The event emphasized the importance of creating a community where women can support each other.
Impact and Ethical Investing:
We also highlighted the importance of impact and ethical investing for women. Women are looking to make a positive impact on society through their investments and want to invest in companies that align with their values.
Diversity and Representation:
Diversity and representation within the financial industry matter for female clients. Creating an inclusive environment where women feel comfortable asking questions is essential. A diverse team that understands the needs of clients can serve them better.
Trust and Building Strong Relationships:
Trust is a crucial factor in understanding what clients want and building strong relationships. By building trust, wealth managers can better understand their client's needs.
The Beam Network's Women in Wealth event was a huge success, full of insightful and thought-provoking discussions.
The discussion was a small but important step towards transforming how the finance and wealth management industry involves women and opening up new avenues for their financial and economic empowerment. We appreciate the participation and contribution to the dialogue from those who attended. In line with our goals, we are creating programmes in partnership with key stakeholders to better assist female clients.
Sign up for our next Women in Wealth - Industry event here (11 May, 08:30 – 10:30 BST. Location Upon RSVP. Central London)