Money management
Women in finance: Thriving in a traditionally male-heavy industry
Did you know that women are set to inherit 70% of global wealth over the next two generations?
This is one of the reasons why women in finance are more important than ever. In an article for Gallery Jersey, Anna Loftus, a Paraplanner at Nedbank Private Wealth, shares her experience and insights on being a young woman in a male-dominated industry.
Anna discusses how she uses traits such as empathy and listening to create positive outcomes for her clients, and encourages other women to embrace their strengths and skills and succeed in financial services.
Click here to read the full issue.
Author
Anna Loftus
Technical Planner , London
Anna joined Nedbank Private Wealth in 2022 and is based out of the London office, working with the wealth planning division. Alongside the team, she works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives.
Anna holds the Diploma in Regulated Financial Planning with the Chartered Insurance Institute and a BSc (Hons) degree from the University of East Anglia.
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