Experts

PRIVATE CLIENT PRACTITIONERS & ADVISORS

Experienced leaders in the private client and wellness worlds are welcome to join us to learn, grow and share their knowledge and work in a collaborative and considerate fashion.

As an Expert member you benefit from our multi-disciplinary approach to women’s wealth and inclusion with our ever-growing and evolving community. We will work together as we raise the profile of women working in the private client industry

Connect and network with other inspiring women in new industries via our roundtables, inclusion in our Little Blue Book directory, invitations to Women in Wealth dinners and many more events and activities.

Expert Requirements:

5 years+ client facing experience

Working in the following areas:

  • Legal and Trustees

  • Finance and Investment

  • Tax and Accounting

  • Insurance and Risk Management

  • Property Advisory

  • Philanthropy and Impact Consulting

  • Family Governance

  • Therapy and Counselling

  • Medical and Aesthetics

  • Arts and Auction

  • Security and Travel

Expert Benefits

  • Quarterly Expert Roundtables

    Women in Wealth Dinners

    Invitations to Dura Dives, panel talks

  • Little Blue Book inclusion

  • Thought-leadership

  • Essental Series

Expand your horizons and build professional bridges across the world of wealth and wellness.

£1,500/Year

Private Client Professionals

Inclusion in The Little Blue Book directory

Invitations to Quarterly Professional Roundtables

Access to Monthly Dura Dives panel talks with a guest pass

Contribute Thought-Leadership

The Essential Series - regular webinars

Invitation to Women in Wealth dinners

and much more…

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Explorers