Women, Wealth, and the Generational Transfer: How Banks Can Rethink Advisory Models for the Next Era of Investing

Tuesday, October 21, 2025
3:40 pm - 4:20 pm

Over the next decade, an unprecedented generational wealth transfer—estimated at $84 trillion in the U.S. alone—will reshape the financial landscape. Women are expected to control a significant share of this wealth, making them one of the most influential investor groups in history. At the same time, the definition of “investable assets” is evolving, with growing interest in alternatives such as digital assets, Bitcoin, private markets and real estate. This panel will explore how banks and wealth managers can position themselves to serve women investors during this transformation.