Wealth managers are being urged to be more welcoming to female investors after a study by professional services firm EY found many women felt their needs are not being understood by their advisers . EY 's report , Women and Wealth , found more than two - thirds of female investors worldwide saw their female managers as " unwelcoming " , " patronising " or " full of jargon " . The report recommended managers tailor attention to the specific needs of women , who are more likely to be concerned with accuracy , accuracy and privacy , to require planning that takes into account childcare and are more likely to hire advisers . achieving personal goals ( 40 % of women ) is the most important investment priority .
Wealth managers are being urged to be more welcoming to female investors after a study by professional services firm EY found many women felt their needs are not being understood by their advisers. EY's report, Women and Wealth, found more than two-thirds of female investors worldwide saw their wealth managers as "unwelcoming", "patronising" or "full of jargon". The report suggests managers tailor advice to the specific needs of women, who are more likely to be concerned with security, accuracy and privacy, to require planning that takes into account childcare and are more likely to switch advisers. Fulfilling personal goals (40% of women) is the most important investment priority.