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Women of wealth – making the message relevant: Carol Katz for The Wealth Mosaic

Posted on 10 October 2023

Mishcon Private Partner Carol Katz was interviewed by The Wealth Mosaic for its 2023 UK WealthTech Landscape report. As part of the discussion, Carol discussed the ways in which wealth managers can be more appealing to women of wealth, a rapidly growing sector of the wealth management client base.

She commented: "It is still a very male-orientated world no matter which way you look at things. As a profession, we need to make sure that women of all generations are financially educated and able to make informed decisions.

"At a basic level, we should help clients map all the variables and keep a complete record of their wealth and objectives so that, as a part of succession planning, we make it easy for the inheritors to understand the position they find themselves in."

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