Winning Women's Wealth: Part 1 | Learning video

For International Women’s Day Special, we brought together 4 leaders shaping the future of women’s wealth.

Across this powerful conversation, the panel unpack the seismic shift placing 60% of UK wealth in women’s hands, the confidence myths holding the industry back, the realities of client experience for women, and the responsibility wealth firms now carry to create journeys that feel personalised, empathetic, and genuinely equitable.

They explore defining data points, the behaviour shifts needed from advisers, the generational differences affecting women’s financial experiences, and the leadership gap still evident across wealth management.

An honest, energising and deeply human conversation, recorded especially for release on International Women’s Day.

Speakers

Alice Wright

Investment Director at Canaccord Wealth

Alice manages a wide range of multi-asset investment portfolios and is a member of the Chartered Institute for Securities and Investment.

Rachael Smith

Head of Growth at Evelyn Partners

Commercial and marketing leader driving diverse teams, innovation, customer-led growth, and transformative business change.

Rebecca Williams

Divisional Lead (London) at Rathbones Financial Planning

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners.

Jonny Adams

Managing Consultant of SBR Consulting

Jonny is a chartered management consultant who leads global transformation programmes for over 15 years, across multiple sectors.

Katia Sand

Senior Consultant of SBR Consulting

Katia is highly skilled at synthesising complex ideas into a compelling narrative. She thrives on helping companies and individuals facilitate change and improve their communication and their sales.