醒醒，看看女性财富管理服务不足的部门——麦肯锡.docx

Financial Services Practice Wake up and see the women: Wealth management’s underserved segment As more assets in Western Europe shift into the hands of women, wealth managers need to understand the investment needs and behaviors of this large—but as yet underserved—group of investors. This article is a collaborative effort by Cristina Catania, Constance Emmanuelli, Martin Huber, Nicolò Pittiglio, and Rosario Sorrentino, representing views from McKinsey’s Financial Services Practice. June 2022  ? Maskot/Getty Images 微信扫码加入星球后无限制有哪些信誉好的足球投注网站下载 1、本星球每月更新 1000+行业报告 2、星主现存各行业报告 20 万+份,每日更新必威体育精装版报告 3、上传内容覆盖：元宇宙、数字化、大数据、物联网、行业研究报告、商业计划、 市场研究、企业运营及咨询管理方案等 4、目前会员年费￥188 元。每增加 5000 份后再加会员， 会员费上调￥50 元 微信扫码加入星球后无限制有哪些信誉好的足球投注网站下载客服微信：460084285 微信扫码加入星球后无限制有哪些信誉好的足球投注网站下载 PAGE 6 PAGE 6 Wake up and see the women: Wealth management’s underserved segment Wake Wake up and see the women: Wealth management’s underserved segment PAGE 3 In Western Europe, women investors now control roughly a third of total assets under management (AUM), valued at some €4.6 trillion (Exhibit 1).1 We expect this share to grow rapidly over the next few years, partly because of the rising number of married women taking responsibility for household financial decisions. Women’s assets are projected to grow at roughly 8.1 percent CAGR to 2030, according to our analysis, while men’s assets grow much more slowly, at roughly 2.7 percent.2 By 2030, women’s share of investments is expected to reach 45 percent of AUM and a total of €10 trillion. Recognizing this shift, some leading institutions are setting up dedicated units to serve women investors, though many others have yet to act. To understand customer preferences on advisory and investment products, including gender differ- ences in investment needs and behaviors, McKinsey in 2021 embarked on research into investment and gender, surveying almost 3,000 women and 2,000 men in the affluent, private banking, and high-net-worth investment markets in Western Europe (see sidebar “About the res