The Rise of Women’s Wealth: Investment Implications and the Advisory Ecosystem
Wednesday 24 June
Attendees: CFA Candidates and Current CFA Candidates
A generational shift in wealth is underway.
Women are set to control an unprecedented share of private capital—driven by intergenerational transfer, longevity, and an expanding role in investment decision-making and enterprise. This transition is not simply demographic; it has material implications for how capital is managed, advised on, and transferred.
Drawing on insights from JBWere’s Growth of Women and Wealth report, this panel convenes senior leaders across wealth, policy, legal and advisory to examine the implications for portfolio construction, risk, governance, and intergenerational planning. The discussion will also consider how advisory models must evolve to better serve women across accumulation, transition, and legacy.
Speakers
Auckland
Anne Rodda, Manager, Philanthropic Services & Family Advisory, JBWere
Anna Fitzgibbon, Partner, Deloitte Private
Juliet Moses, Partner, TGT Legal
Facilitator: Lisa Connor, JBWere
With thanks to JBWere for their support.
We look forward to seeing you there.