The great strides women are achieving in their professional endeavours, including entrepreneurship and leadership roles, as well as their increasing financial sophistication, is giving rise to a growing segment of high-net-worth (HNW) female clients seeking increased engagement with financial services.

The research underlying this white paper was carried out by CoreData in conjunction with JBWere, through a series of seven one-on-one in-depth interviews with HNW women from a range of professional backgrounds. The interviews took place between October 2023 and January 2024. Qualitative findings were supplemented by CoreData’s syndicated research, publicly available data, as well as industry knowledge and insights from CoreData’s engagement in financial services.