30 March 2026
Article
The focus on equality in March extends beyond International Women’s Day, reflecting ongoing progress and future change. Nowhere is this more evident than in private wealth, where women are playing an increasingly influential role as wealth creators, investors and decision-makers.
For jurisdictions such as Guernsey, recognised for its expertise in wealth structuring and fiduciary services, this shift is particularly important. As the profile of global wealth evolves, the private wealth sector is adapting to meet the needs and priorities of a new generation of wealth holders.
At Invicta, we are seeing this shift first-hand, both in the profile of clients we support and in the conversations taking place around governance, succession planning and long-term stewardship of wealth.
The rise of female wealth
Globally, women are expected to control an increasingly significant proportion of wealth over the coming decade. Discussions highlighted by Guernsey Finance indicate that women could hold as much as 60% of wealth in the UK in the coming years, reflecting a profound demographic shift in who owns and manages capital.
This change is being driven by several factors:
For advisers and fiduciary professionals, this represents more than a demographic change it is influencing how wealth planning conversations are structured and how services are delivered.
Increasingly, communication, education and collaboration are seen as essential elements in supporting wealth holders and ensuring that future generations feel confident engaging with financial planning.
Guernsey’s role in a changing wealth landscape
Guernsey has over six decades of experience supporting international families with wealth structuring, governance and succession planning. Its stable regulatory environment and deep pool of expertise have made it a leading centre for private wealth administration.
As wealth becomes more global and complex, these capabilities remain central to supporting families navigating intergenerational wealth transitions.
At the same time, the composition of the private wealth sector itself is evolving. Research supported by Guernsey Finance has highlighted that the island has relatively strong female representation within the family office sector, with around a quarter of senior roles held by women. While there is still progress to be made, it reflects a positive trend within the industry.
For firms such as Invicta, fostering diverse perspectives within teams is increasingly important, not only from a cultural standpoint but also because it enhances the ability to understand and support a broad range of client priorities.
Changing priorities in wealth management
As the influence of female wealth holders grows, so too does the diversity of priorities shaping wealth planning strategies.
Industry research* suggests that many female investors place particular emphasis on:
These priorities align closely with broader trends among younger wealth holders, highlighting a shift towards more purpose-driven approaches to wealth stewardship.
For advisers, this means moving beyond purely technical structuring and towards more holistic conversations around family values, legacy and governance.
At Invicta, this broader perspective increasingly shapes how relationships with clients develop, with a strong focus on understanding the objectives and dynamics of each family.
A moment for reflection and progress
While the influence of women in wealth ownership continues to grow, representation within leadership roles across the private wealth industry remains uneven globally.
The month of March marking International Women’s Day serves as a reminder that continued progress is needed to ensure that the industry reflects the diversity of the clients it serves.
For Guernsey’s private wealth sector, the opportunity is clear. By encouraging inclusive leadership, investing in talent and adapting to the priorities of modern wealth holders, the industry can continue to evolve and maintain its position as a trusted centre for international families.
As the landscape of global wealth continues to change, one thing is certain: women will play an increasingly important role in shaping the future of private wealth.
* Guernsey Finance and Centre for Economics and Business Research – UK wealth projections
Authored by: Kelly Roger
E: kelly.roger@invictawealthsolutions.com T: +44 (0)1481 742091