Less than 7% of advisers have a strategy for advising women - Schroders survey

‘Unlocking the inheritance economy’

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Gillian Hepburn, head of intermediary solutions at Schroders.
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Gillian Hepburn, head of intermediary solutions at Schroders.

As few as 7% of advisers have a differentiated sales and marketing strategy for female clients, according to Schroders’ annual adviser survey.

The annual survey gathered the views of more than 200 advisers in November 2021. While there has been much discussion on the importance of generational wealth transfer, with almost 80% of advisers seeing...

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