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This edited book discusses the transformative impact of women in the financial sector, spotlighting female leaders pioneering sustainable wealth management practices. Through in-depth interviews, case studies, and expert analysis, it explores how these women are challenging traditional financial paradigms, driving innovation, and fostering a more inclusive and responsible approach to finance.
This holistic approach provides a roadmap for sustainable and inclusive wealth management practices that align with global sustainability goals. Perfect for finance professionals, aspiring leaders, and anyone interested in the evolving landscape of financial services, this book is a tribute to the power of diversity and the crucial role of women in steering the industry towards a more sustainable future.
Sommario
Introduction.- Understanding Sustainable Wealth Management.- Wealth Management Strategies.- Changing Landscape of Wealth Management The Upcoming Generation of Clients is More Diverse.- Humanizing Wealth: Understanding Clients Beyond Assets.- Sustainable Investing, the new Normal in Wealth Management.- Impact and Gender Lens Investing.- Longevity Finance - A Gender-Specific Approach.- Artificial Intelligence in Wealth Management.- Learn or Loose: Wealth Management needs Female Wealth Managers.
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Dr. Karen Wendt is the President of Sustainable Finance (Cham, Switzerland) and CEO of ECCOS Impact GmbH (Cham, Switzerland). She is also a serial entrepreneur, ecosystem architect, futurist scientist and co-editor of the Sustainable Finance book series at Springer. She advises companies on sustainability and SDG integration into risk management and is ian impact investor herself, Her career encompasses leading roles in international management, sustainable finance, and strategy development. She is currently conducting research on social entrepreneurship, stock exchanges and portfolio engineering.
Dr. Marta Ra is a researcher and published author specialising in sustainable finance, energy transition, climate change, female leadership, and longevity finance. She holds a PhD in Economics from the University of St. Gallen, following academic studies in Vienna, Witten/Herdecke, Moscow, and Pittsburgh.Dr. Ra serves as an advisor to a United Nations agency on energy transition and supports a climate-focused scale-up. She is also a board member of Solafrica, a Swiss NGO promoting solar energy solutions. Her professional journey began in international banking, with roles at leading institutions such as Deutsche Bank and J.P. Morgan. In addition to her corporate experience, she served as CEO of a private clinic in Switzerland and is the co-founder and president of Women in Sustainable Finance (WISF), a global network fostering female leadership in finance and sustainability. Dr. Ra contributes regularly as a Wikipedia editor and is a Forbes contributor.
