While “money is a great motivator, when clients reach financial comfort, returns matter less,” making it important to think about what you can still offer those clients, argued Anna Sofat, founder of wealth boutique Addidi.
“In an industry built by men, for men,” Ms Sofat founded the firm in 2008 to focus on serving female clients and to think about wealth in a different way, which she believes many women do too.
She wanted to put women at the centre of the business “rather than squeeze them into their existing models,” as some firms might appear to.
“We don’t think it’s weird to have separat...