Insights from Quilter Cheviot’s female clients survey
A critical part of managing an individual’s investments is being able to ask the right questions and be guided by the answers you receive.
As part of our ongoing commitment to listen to the needs of our female clients, we invite you to join us as we reveal the results of Quilter Cheviot’s first female client survey. We have gathered the responses of thousands of women to try and better understand their current investment positions, their investing habits and attitudes towards investing, as well as what they would like to see from us in the future. We will be joined by the WealthiHer Network who will lend their views on the survey results which will help further shape the conversations that matter to our female clients.
Speakers
Vanessa Eve
Investment Manager, Quilter CheviotVanessa works extensively with private clients and intermediaries holding seminars on the management of private investments as well as advising individuals on their existing and ongoing investments. Vanessa specialises in the bespoke management and construction of portfolios for Family Offices, Company Pension Schemes and Charitable Organisations. Vanessa has been looking after client investments for over 15 years and was recently shortlisted at the Women in Finance Awards for Wealth Manager of the Year 2021.
Tamara Gillan
CEO and Founder The WealthiHer NetworkTamara is an entrepreneur, change-agent and champion for female empowerment and equality. As a single mother Tamara has had to fight for her own success and passionately believes women deserve to be recognized.
Tamara is a key-note speaker, researcher, award-winner, advocate and natural born collaborator who brings together businesses, the media and influencers to create lasting change. Tamara has featured in Financial Times, Telegraph, Bloomberg, Forbes, The Times, CNN Business, Daily Mail, Sky, BBC, Harper’s Bazaar, Vogue and Stylist.
By leveraging the power of collaborative action and bringing together leading financial organisations, Tamara created the WealthiHer Network to drive the economic advancement of women globally. The network’s mission is to arm and equip women with the knowledge, tools and confidence they need to prosper and build a more equal world.
Life Mantra: Together, we are stronger. Together, we are the difference. Together, we can build a better world.