A New Era of Wealth: Women Taking the Lead in Investment

Women today control nearly a third of the world’s investable wealth, a share that is expected to keep rising.¹ Their growing influence has moved beyond private family discussions to actively shaping mainstream investment strategies. This momentum reflects years of progress, driven by education, expanding access to capital, and economic reforms that continue to open new doors.

From Ownership to Engagement

The scale of change is best seen in how women are engaging with their finances. UBS research shows that around 62% of women across the MENA region want to learn more about investing, yet fewer than half feel confident in their knowledge today.² This gap highlights an important truth: wealth ownership alone does not guarantee active participation.

As more women step into leadership roles within families and businesses, their interest is increasingly directed toward learning, planning, and shaping investment strategies. What they need is not just access to capital, but access to the right advice, tools, and opportunities that turn intent into action.

Exploring New Investment Frontiers

The next step in this evolution is evident in where women are directing their interest. UBS research indicates that nearly four in ten are already exploring private markets, asset classes such as private equity, private credit, real estate, and infrastructure.³ These opportunities stand out because they address exactly what many women are looking for: long-term resilience, diversification, and income potential.

Still, access is uneven. Many continue to depend on informal sources of advice, while others face limited exposure to financial education or the complexity of private markets. The challenge is not a lack of ambition but the absence of clear pathways that make these investments more approachable.

Redefining Partnership in Wealth Management

As women take a more active role in investment decisions, what they expect from advisors is changing. Performance alone is no longer enough; many want to see how their portfolios connect to personal goals and reflect their values. UBS research highlights a growing interest in opportunities such as sustainable investments and women-led ventures, showing that purpose and impact are becoming central to decision-making.⁴

For advisors, this means moving beyond technical expertise to offer transparency, tailored strategies, and guidance that builds confidence. Those who can simplify complexity and provide clear pathways to new opportunities will be best placed to earn lasting trust.

Shaping the Future of Wealth

This transformation is not just about rising numbers; it marks a structural shift in how wealth is managed. As intergenerational wealth transfer accelerates and more women inherit or build financial assets, their influence will continue to expand. In many families, daughters are now taking part in governance, succession, and strategy—roles that would have been rare only a generation ago. Entrepreneurship, too, is providing another path for women to shape their own financial futures.

The impact is clear: as more voices contribute to investment decisions, wealth management becomes more diverse, resilient, and forward-looking. Women are not simply joining the financial conversation; they are redefining it.

The Road Forward

The story of women in wealth is still being written, yet one conclusion is already clear: their role will be lasting and decisive. A growing appetite for financial knowledge, rising interest in private markets, and the transfer of wealth between generations are converging to create a historic moment of change.

At this stage, trusted partners play a critical role. For more than two decades, The Family Office has worked with investors across the region, offering tailored strategies and access to private markets once reserved for institutions. Today, through our digital ecosystem, we also make financial education, goal setting, and exclusive opportunities more accessible, empowering women and all investors to move from intent to action with clarity and confidence.

To explore how The Family Office can support your journey, contact us today.

¹ UBS

² The National

³ Fast Company Middle East

⁴ UBS

About The Family Office

The Family Office Company B.S.C. (c) in Bahrain and Dubai, its Riyadh-based wealth manager, The Family Office International Investment Company, and its investment advisory firm in Kuwait, The Family Office Investment Advisory Company (Kuwait) K.S.C. (c) are regulated by the Central Bank of Bahrain, the Dubai Financial Services Authority, the Capital Market Authority of Saudi Arabia, and the Capital Markets Authority of Kuwait. Serving hundreds of families and individuals, the firm helps clients achieve their wealth goals through custom-made investment strategies that cater to their unique needs.

Disclaimer

Certain services and products offered by The Family Office may not be available to investors in certain jurisdictions where they reside. Investors are responsible for ensuring compliance with local laws and regulations before accessing our products.

The Family Office Company B.S.C. (c) is a Category 1 Investment Firm regulated by the Central Bank of Bahrain, C.R. No. 53871 dated 21/6/2004. Paid Up Capital: US$10,000,000. The Family Office Company B.S.C. (c) only offers products and services to ‘accredited investors’ as defined by the Central Bank of Bahrain.

The Family Office International Investment is a joint stock closed company owned by one person. Paid-up capital SR20 million. CR No. 101060698, Unified National Number 7007701696. Licensed by the Capital Market Authority (no. 17-182-30) to carry out arranging, advisory and managing investments and operating funds, with respect to securities.

The Family Office Company B.S.C. (c) (DIFC Branch) is a recognized company in the Dubai International Financial Centre (DIFC) under registration number 6567 and regulated by the Dubai Financial Services Authority (DFSA) as a Category 4 licensee to carry out Arranging and Advising Services. The Family Office Company B.S.C. (c) (DIFC Branch) is not permitted to deal with Retail Clients (as defined in DFSA’s Conduct of Business Module).

The Family Office Investment Advisory Company (Kuwait) K.S.C. (c), incorporated in 2024, is regulated by the Capital Markets Authority, State of Kuwait and authorized to conduct Investment Advisory and Subscription Agent (license no. AP/2024/0009). Paid-up capital KWD 1,000,000, CR no. 511443.