Those who become Modera clients have chosen what we believe we uniquely offer: compassionate, caring, customized, fee-only financial guidance. At Modera you will enjoy a collaborative relationship with your team of financial specialists who are ready to address your needs, guide you around pitfalls, and help you to live your best financial life. Forging long-term relationships that serve you well is at the heart of everything we do.
View our video to learn what working with us can mean for you. As a client you will experience careful attention to your needs, thorough responses to your questions, and the sense of being consistently cared for.
and Personal Banking. Start date: July onwards Retail Banking and Wealth Management Global Graduate Programme · Image of Christina Hoi Yan Li.
Despite the increasing power of their purse strings, however, women remain largely underserved by the wealth management community, according to a comprehensive global study by BCG. Too many banks and firms rely on broad assumptions about what women are looking for, resulting in products, services, and messaging that can feel superficial at best and condescending at worst. Fortunately, our research shows that wealth managers can turn their approach around.
Women are amassing greater wealth than before, and that share is likely to grow significantly in the years ahead. For countries that do not publish consolidated statistics on financial assets, we generated bottom-up analyses on the basis of country-specific proxies, in line with the System of National Accounts, with data sourced from the central bank or equivalent institution. We measure private financial wealth, including life insurance and pensions, across the resident adult population.
From to , women accumulated wealth at a compound annual growth rate CAGR of 6. See Exhibit 1. Over the next four years, that rate will accelerate to 7. With future growth expected to accelerate, that tally will get even larger. Factoring in the effects of COVID, however, we believe that three different scenarios could emerge:.
In sum, although the COVID crisis has taken a tragic toll, its economic impacts will gradually lessen as the crisis abates. How women generate their wealth varies by region. See Exhibit 2.