2024 Global Retail Investor Outlook 2025

60% of the UK’s wealth is held by women in 2025 and only 7% of financial service providers have women-focused commercial strategies.15Women show unique investing preferences, with a greater focus on capital protection objectives, longer-term planning horizons and less comfort with loss. Approximately 70% of women change financial service providers within the first year of becoming widows.16 In total, 68% of women in the US are actively saving towards retirement.17 Women now control about one-third and $14 trillion of total US household assets and $4.92 trillion in Western Europe.18Wealth management offerings need to match the unique needs and preferences of investors Page 27 Women How do you view the potential for loss in investments? All respondents I’m ok with loss in the short term I find losses concerning but continue investingI am uncomfortable with short/long-term lossFemale Male 40%51% 24% 22%25%38% 2024 Global Retail Investor Outlook 26