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Women & Investing support hub launched

15 April 2021

Quilter Cheviot has launched a knowledge hub for financial advisers and clients to help inform and educate them on the trends and barriers that women face when investing.

The ‘Women & Investing support hub’ features a number of articles and videos from Quilter Cheviot’s investment experts looking at topics such as maintaining a healthy work-life balance, opening up about money and how advisers can better engage prospective female clients.

Quilter Cheviot says it hopes the hub will give advisers and their clients a better understanding of the finance world from a woman’s perspective. It is part of the company’s 250-year anniversary, which is celebrating the role women and diversity has played within the wealth management industry.

To coincide with the launch of the hub, Quilter Cheviot will also be hosting a series of CPD workshops for financial advisers to provide them with a better understanding of how and why to approach female clients differently to men.

The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.

Vanessa Eve, investment manager at Quilter Cheviot (pictured) said: “The world of investing can be very daunting and has for a long time been dominated by men. This is beginning to change, but time and again we see research showing that women with partners often leave the finances to their other half. However, this shouldn’t be the case, especially given that women are due to control 65% of the UK’s wealth by 2025.

“We want to be able to empower women and ensure they have more confidence in taking control of their money. It is crucial for society and the economy that women participate more in financial affairs and this is why we hope our support hub can become a helpful resource for them. Financial advisers are also a crucial part of the solution, so we want to be able to aid them in their conversations with female clients and help drive the necessary change.”

Professional Paraplanner