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Female Finance: International Women’s Day

“I wish more women would become financial advisers; it’s an excellent career but it’s not an easy life. The profession is dominated by men, but I urge women who begin a career in finance not to emulate the way men work. Women tend to have a unique skill set that is ideally suited to this role, and the ability to really listen and understand a client’s needs. To make life easier I would find a mentor: a woman, if you can.”

Christina Brady – Associate Director

I’m proud to be a woman in finance. For almost 20 years now, I’ve been offering my support and advice to a wide range of clients, most notably expats living in Spain.

My advice to women starting in the financial services is: know your worth. Don’t try and conform to how others do things – be the best version of yourself and play to your strengths. Now more than ever you’re going to be dealing with female clients and you will be able to use your innate empathy to build a relationship of trust.

Also, be resilient. You may spend a lot of time answering questions on subjects outside of your area of expertise. It can be a hectic job with long hours so don’t forget to make time for yourself, whether that’s doing yoga, reading or enjoying a nice big glass of Rioja!

Lucia Melgarejo – International Financial Adviser

Women need to support women. Share knowledge, share experiences and share insights – it’s this foundation that yields the most success, the best reputations and the highest levels of integrity.

I would sum up my approach to a career in finance as follows:

  1. Never sell yourself short
  2. Step up and take responsibility
  3. Know your objectives
  4. Pick a female mentor
  5. Run your own race

Working in financial services can present endless opportunities for those who cultivate positive, enduring relationships, always keep learning and put their clients at the heart of every effort.”

Manuela Robinson – Joint Country Manager

“Always be yourself, because that’s your biggest strength. Don’t think of yourself as a woman in a man’s world because you’re not – you’re an equally qualified individual and never forget it. Sometimes a woman is at an advantage in that we have a different set of skills, whether you’re a partner, mother, family organizer, party planner, listener or a friend!”

Rosemary Sheppard – International Financial Adviser

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

New Governor Brings Confidence to Financial Management Industry

Cayman Island FlagThe Cayman Islands has a new governor following the announcement that Martyn Roper OBE, a career diplomat and corporate leadership veteran, has been appointed to the role. He takes over from Anwar Choudhury, who had recently faced a number of complaints regarding his conduct.

The move is largely thought to be positive step for financial management services in the Cayman Islands, as Roper has said he will make it a priority of his role to “listen and learn” from those around him.

Mr. Roper brings a wealth of experience to the job. He was most recently minister and deputy head of mission for the U.K. in Beijing, China, but has worked in other notable capacities, including as the UK Ambassador to Algeria, Deputy Head of Mission in Brasilia and, of particular interest to the financial management industry in the Cayman Islands, as First Secretary for Economics and Development with the Organisation for Economic Cooperation and Development (OECD) in Paris.

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Offshore Is Dead; Long Live Onshore

On Monday, the Guardian, the BBC, Le Monde and 50 other media outlets reveal that HSBC’s Swiss banking arm helped wealthy customers dodge taxes and conceal millions of dollars of assets, doling out bundles of untraceable cash and advising clients on how to circumvent domestic tax authorities. The HSBC files consist of thousands of pages made available via the International Consortium of Investigative Journalists. Covering the period 2005-07, they amount to the biggest banking leak in history, shedding light on some 30,000 accounts holding almost $120bn (£78bn) of assets. Many of the accounts allegedly belonged to prominent figures in business, film, music and sport, to name a few.

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