Women and Wealth

As women redefine wealth, our mission is to help foster financial confidence, independence, and long-term security for every woman navigating this new era of opportunity.

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The journey to wealth

Whether you're building wealth, planning for later life, navigating life events like divorce or widowhood, or simply want to learn more about managing money – our expert insights, guides, and inspiring webinars can help you along your journey.

Explore our resources and take the next step toward financial independence on your terms.

Women who lead, build, and innovate.

This report explores the demographics of female founders, investigates the challenges they face, and highlights some of the inspirational female entrepreneurs making waves in the high-growth ecosystem, including:

The global landscape and demographics for female-led businesses?

Survey findings from the Dalton Steiner Fortune Favours Survey??

Challenges female-founders face when raising capital??

Exiting female-founded business?

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Celebrating the power of the modern woman

With the majority of the wealth in the world passing into the control of women, our guide explores the changing landscape for wealth ownership and its impact on decision-making, including:

The rise of the self-made woman?

Modern motherhood?

The effects of divorce and bereavement?

Case studies showcasing how women are navigating different aspects of wealth in the 21st century? ?

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Latest Insights

Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.

What investment service suits your needs?

I would like to work with a financial coach to explore my options

Gain clarity around your money situation with Financial Coaching. Speak to a real, qualified expert free of charge, who will help you take the next steps with confidence.

You’ll speak to a financial coach who has experience dealing with personal finance, investing, retirement and tax questions.

Your financial coach will provide useful resources to help you on your way. If you need additional support, we'll recommend the best service to suit your needs.

Your first 15 minutes is free, after which you can choose to book a 1-hour coaching session to delve deeper into your financial situation (€150).

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I would like a professional to manage my investments for me

Entrust a dedicated expert to make investment decisions on your behalf.

You’ll have direct contact with your investment manager, speaking directly to the person responsible for your portfolio.

We’ll construct a portfolio based on your personal circumstances, investment objectives and risk appetite.

We can accommodate your investment preferences, such as responsible and sustainable investing; also allowing you to hold your cherished holdings.

Minimum investment €200,000.

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I would like ongoing support from a dedicated financial planner

A carefully designed and personalised financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

We'll create a simple financial plan that matches your individual needs and objectives.

We can help you become more tax-efficient with your savings with our range of tax planning tools and techniques.

Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.

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