01/07/2026
Women are often described as risk averse investors.
It's a characterisation that gets repeated so frequently it's started to feel like fact. But it isn't accurate and it matters that we say so.
Women tend to be risk considered. They want to understand what they're taking on before they commit. They want their investments to align with what they're building toward, not just what the market is doing this quarter. That's not caution; that's clarity.
This distinction came up in the Financial Times earlier this month, in a Special Report on how newly wealthy women continue to be underserved by the wealth management industry. The piece draws on data showing that around 80% of the Great Wealth Transfer, an estimated $83 trillion passing between generations over the next 25 years, is expected to reach wives first, through inheritance or divorce. Yet the industry's ability to serve those women well remains inconsistent at best.
At Eva Wealth, we work with women at exactly these moments: bereavement, divorce, business exits, inheritance, and approaching retirement. What we see repeatedly is that women don't want to be managed; they want to be understood. They want advisers who can hold both the financial complexity and the human reality of what they're navigating.
The FT piece describes a gap. Eva Wealth exists to close it.
Sarah Roughsedge, founder of Eva Wealth, contributed to the piece. You can find the full report via the link in the comments.
Eva Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112
