Women are set to inherit $52 trillion in the Great Wealth Transfer and are earning more as they rise to top roles, yet 53% of their assets remain unmanaged. Wealth executives urge women to take control of their financial futures.
01Summary
- 01Women will inherit $52 trillion by 2048 as part of the $124 trillion Great Wealth Transfer, according to Cerulli Associates.
- 02Anna Maria Nekoranec, CEO of Align Private Capital, said women are amassing fortunes through business success and boardroom positions.
- 03Mitra Best, founder of Avvra, noted that the rise of AI is accelerating women's net worths and aims to help them invest in future technologies.
- 04An estimated 53% of women's assets are unmanaged by professional advisors, compared to 45% for men, representing a $10 trillion market opportunity, per McKinsey & Company.
- 05Karla D’Alleva Valas of Fidelity urged women to prioritise financial strategy and meet regularly with advisors to optimise their earnings and investments.
02Why it matters
This matters because women are gaining unprecedented financial power through inheritance and career advancement, yet many are not actively managing their wealth, meaning they risk missing out on growth and security.
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