Introduction

UBS Global Wealth Management, in partnership with Locate Jersey, organized two impactful events aimed at empowering women to take charge of their financial futures. The gatherings took place in St Helier and were part of efforts to engage women relocating to Jersey under its high-value residency program.

Event Highlights

Lunchtime Gathering

The lunchtime event served as a forum for leaders, innovators, and change agents to discuss the importance of community, philanthropy, and connection. Attendees engaged in meaningful conversations during a sit-down lunch, emphasizing ways to drive impact and foster a supportive network aimed at cultivating a successful Jersey.

Evening Panel Discussion

The evening event featured a dynamic panel discussion titled “Breaking Barriers: Women Entrepreneurs and Wealth Creators,” which Tobias Wehrli, Country Head Jersey at UBS Global Wealth Management, moderated. The panel included notable speakers such as Emma Wheeler, Gaëlle Deschamps, and Yvonne Heavey, who shared valuable insights into financial confidence and purposeful leadership.

Insights from Leaders

Victoria Hagmann, Head UK, Jersey & Guernsey at UBS, expressed the company’s commitment to women’s financial empowerment, stating, “UBS is proud to stand at the forefront of Women’s Wealth, championing new perspectives and pioneering opportunities… Empowering women to take control of their financial future is not just about wealth, it’s about creating a legacy of confidence, leadership, and impact.”

Emma Wheeler, Head of Women’s Wealth at UBS, highlighted the changing dynamics in wealth management, saying, “Financial confidence and empowerment is the foundation for freedom and opportunity… By breaking barriers and fostering purposeful leadership, we enable women to shape businesses, communities, and futures that reflect their vision and values.”

Women and Wealth: A Global Perspective

As we witness one of the largest wealth transfers in history, women are increasingly becoming a significant economic force, projected to control over 50% of the world’s private wealth. As this shift occurs, the wealth management sector must adapt to meet the evolving needs of female clients in order to unlock substantial economic growth possibilities.