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女富豪们需要什么?

2012-01-11来源:酷悠网

Over the next 20 years, some $25 trillion will be passed to women through divorce, death of spouse or inheritance. They already make up just under half of the nation's millionaires. Combined with their growing earning and wealth-creation power, women may account for up for two thirds of the nation's wealth by 2030.

未来20年中,将有约25万亿美元的资产因离婚、配偶去世或遗产继承而转移到女性名下。女性现已占了美国百万富翁人口的将近一半。加上她们不断增加的收入和创造财富的能力,2030年前女性将可能拥有美国三分之二的财富。

Those numbers have financial industry salivating over how to serve the women's market. Private bankers, brokers, trust companies, family offices and wealth managers are all asking the same question: What do wealthy women want?

Associated Press这样的数据令金融行业对服务女性市场垂涎不已。私人银行家、经纪商、信托公司、家族理财公司和财富管理公司都在问同样一个问题:富有的女性想要什么?

A new survey from The Family Wealth Advisors Council, a network of independent wealth advisers, gives some clues. Women, it says, want their advisers to understand their "life pictures" and "financial journeys" rather than just their investments. (Men, by contrast, might hang up if their broker asked about their "life picture".)

独立理财顾问组织The Family Wealth Advisors Council进行的一项新调查提供了一些线索。报告说,女性希望理财顾问理解她们的“人生图景”和“财务经历”,而不止是她们的投资。(与此相反,如果男富翁的理财顾问打电话询问他们的“人生图景”,他们可能会挂断电话。)