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What’s the future of Diversity, Equity, Inclusion and Belonging? 🩷 Honored to represent The American College of Financial Services at the Wealth Management EDGE conference. Alongside industry leaders, we discussed some ways the industry can increase awareness of the profession, especially for diverse communities. It is time to address the obstacles that exist in entering the financial services industry. Also, once we attract diverse candidates, how firm’s keep talent and invest in folks in for the future. The College has one of its key strategic pillars dedicated to Representation. Here are the highlights I shared. ⭐️ champion professional diversity ⭐️ transform avenues of access and understanding of wealth and finance ⭐️ build transparency around the profession to close the impending advisor gap What role do you think media can play in transforming the industry? Comment below 👇 #financialservices #women #deib

Super and relevant read on this #iwd2024

📢 Embracing Diversity and Inclusion in Wealth Management: A Catalyst for Success! 🌟 We are proud to be shortlisted by PIMFA - Personal Investment Management & Financial Advice Association for their award for ‘Best DE&I Initiative-2023’🤞Good luck to all nominees who are doing great work. In the ever-evolving landscape of wealth management, fostering diversity and inclusion isn't just a buzzword—it's a strategic imperative. As the industry advances, we must recognize that a diverse team is not only the right thing to do but also a key driver of innovation and prosperity. Some of the areas we have concentrated on; 🤝 Black Talent in Investing 🏦 Amplifying the voices of Black professionals in the wealth management & investments sector is vital. Each of us brings unique perspectives and our experiences bring fresh insights to the table, resulting in better decision-making and increased adaptability to market dynamics. By championing Black talent, we can bridge the representation gap and cultivate a stronger, more inclusive workforce. 🚺 Women in Investing 💼 Empowering women in the wealth management field is essential for sustainable growth. Studies consistently show that gender-diverse teams lead to higher returns and better risk management. Breaking down barriers and leveling the playing field for women in finance enriches the industry as a whole, creating a more balanced and robust ecosystem. 🌐 The Power of Inclusion 💡 Embracing diversity and inclusion isn't just about meeting quotas; it's about creating an environment where everyone's voices are heard and valued. When people from different backgrounds collaborate, they bring unique skills and perspectives that lead to creative solutions and improved client outcomes. As we strive for progress, let's commit to building a culture where diversity is cherished, and inclusion is second nature. Together, we can transform the face of wealth management and shape a more equitable and prosperous future for all. Thank you to Odo Noel, Andy Garnett, Martin Kemp, Julia Guy DipFA, Sarah Goonetilleke, Israel Sholola BA (Hons) DipFA PETR CeMAP for making our ideas and ambitions a reality. #DiversityandInclusion #WealthManagement #BlackTalent #WomenInInvesting #InclusionMatters #FinancialServices #EquitableFuture

We’re beyond proud to share that Ros L’Esperance, Executive Vice Chair, UBS Investment Bank, and Solita Marcelli, Chief Investment Officer Americas have been named to the Barron's list of the 100 Most Influential Women in US Finance. The list, chosen by a panel of Barron’s editors and writers, is based on external and Barron’s nominations and honors women who have achieved positions of prominence and influence within the financial services industry. Please join us in congratulating Ros and Solita on this well-deserved honor, and visit http://from.ubs/6042YJujG to learn more about the list. #BarronsInfluentialWomen The Barron’s 100 Most Influential Women in U.S. Finance is awarded annually in March based on information from the prior year. This award is not related to the quality of the investment advice. For more information on third party rating methodologies, please visit http://from.ubs/6045YJujJ.

This week we are recognising #internationalwomensday 2024! by featuring some of its female members across all social media platforms. As we look to the future of the profession and seek to support emerging leaders, here's a quote from our 2023 Financial Advice Association Australia (FAAA) INSPIRE – Excellence in Advice Winner Cara Williams about the value of equal access and opportunity to education. #IWD2024 #Countherin #financialplanning #financialadvice

12.1% of active fund managers in the UK are female, and only 5.2% of funds are run by a woman? Register to join this program in 2025 if you’re interested in a career in Portfolio Management. Let’s increase #femalerepresentation in the industry.

Delighted to again moderate a keynote panel and welcome shortly my esteemed panellists at the forthcoming City & Financial Global: Abisola Barber, CMgr CCMI, Nishma Gosrani OBE, Shoshana Rosenberg, Mary O'Connor Join us to learn more about: ➡ Moving the dial on ethnic diversity & inclusion in financial services: the regulator’s role ➡ Latest update on the Parker Review - new targets to improve ethnic diversity of FTSE 350 senior management teams and large private businesses ➡ Ethnically diverse - what does it actually mean? What are we doing to achieve ethnic diversity and inclusion in the current hybrid working environment, and is it working? ➡ Why is being “ethnically diverse” good for business? ➡ Latest update on Race at Work Charter ➡ What is stopping us from recruiting ethnically diverse people and why can’t we keep them? Using data to explore cultural barriers to ethnic diversity and accelerate ethnic inclusion in financial services and much more! ✨ Supported by ✨ Business in the Community, Black Women in Asset Management (BWAM), The Broker Club, City of London Corporation, Diversity Project - Investment Industry, Really Helpful Club, Women in Banking and Finance - UK and Women on Boards UK #RacialDiversity #inclusion 

Recognizing the 100 Most Influential Women in U.S. Finance is not only inspiring but also crucial for showcasing diverse leadership in the industry. These women serve as role models, breaking barriers and paving the way for future generations of women in finance. Their achievements highlight the importance of gender diversity and inclusion in the financial sector, driving innovation, and driving positive change.

Despite years (and years) of talking about diversity, equality and inclusion, there are still only 21 women CEOs in the FTSE 350, and 10 in the FTSE 100.* Only four FTSE 100 companies have a women in CEO and CFO roles.** 12 FTSE 100 companies have an ethnic minority CEO.*** There are huge cultural, societal, attitudinal and structural reasons for this, none of which will be fixed any time soon - although we absolutely should be fixing it. In the meantime, we shouldn’t expect under-represented groups to wait quietly in the shadows. I focus on helping people navigate the system as it is now, not as we’d like it to be. There are things you can learn about how these systemic issues have influenced you as an individual, and how your own ingrained conditioning may be holding you back. You can change this. You can learn to use your assets - including your unique individual characteristics and strengths - to build your professional reputation and identity so you can navigate the obstacles the system throws in your way. It’s not about being something you’re not. It’s about learning how to use who you are to best effect, to deliver results, have influence, get noticed, get promoted, and make a positive difference - to your own life, to your organisation, and to the society we all live in. If I can help, let me know. Drop me a message to fix a no-obligation conversation. #WomenLeadership #diversity #inclusion * FTSE Women Leaders Review 2024 sponsored by KPMG and Lloyds Bank February 2024 ** Research by AJ Bell Investment Platform March 2024 *** Parker Review March 2024