We are witnessing a shift in the investment landscape, with women taking a more prominent role in wealth management. This change is driven by increased wealth creation through professional endeavours, such as entrepreneurship and leadership roles, along with enhanced financial literacy and intergenerational wealth transfers.
In Australia, of the $AUD 4.9 trillion expected to transfer across the generations during the next decade to 2034, more than 65% is estimated to transfer to Australian women through factors such as inheritance, divorce or separation, and longevity. This shift will result in women controlling more money than ever before.
Advisors must be equipped to understand and cater for each woman’s unique needs, while helping build their financial acumen and confidence. Studies suggest many women prefer holistic and strategic financial advice, appreciating the convenience and efficiency of having all their financial needs met in one place.
At Mutual Trust we also recognise that gender diversity within client advisory teams, particularly at leadership levels, is imperative – we are committed to building diverse teams that provide the best possible service to our clients.
This coincides with investment opportunities supporting gender equality and women-led funds increasingly being on the agenda. However, the funds management industry, both in Australia and internationally, has long been dominated by men. Despite the growing recognition of the benefits of gender diversity, women remain significantly underrepresented in this field.
In honour of International Women’s Day 2025, we recognise achievements made in the investment domain and highlight women portfolio managers, supported by Mutual Trust, who have successfully distinguished themselves in their respective asset classes – including healthcare property, science-backed start-ups and food and agriculture technologies. These women are inspirational role models for the next generation of aspiring fund managers.
Click below to read Mutual Trust’s article in full titled ‘Empowering women in funds management’.