Empowering change: Women in wealth management breakfast

Organized by Hourani & Partners and led by Sunita Singh-Dalal Head of Private Wealth & Family Offices and Aakriti Sharma, Senior Associate the Hourani Roundtable Series: Women in Wealth Management breakfast together prominent professionals from the regional wealth management industry to engage in meaningful conversations and discussed the intrinsic and evolving roles of women across generations in private wealth management, investment trends, and their impact on family-owned businesses.

The event provided a platform for sharing insights, fostering collaboration, and celebrating female leadership in the private wealth management industry. This gathering was also held in tribute to Breast Cancer Awareness Month, serving as a reminder of the resilience and strength women bring to every aspect of life—whether in business, personal endeavors, or health journeys.

Key topics explored

The event’s agenda featured in-depth discussions on several important themes, including:

• The evolving role of women in private wealth – A look at how women are shaping private wealth management, creating new standards, and leveraging their influence to drive financial growth.
• Women’s influence in family businesses – Exploring the contributions of women as key decision-makers and leaders within family-owned enterprises, and the impact of female leadership on long-term business sustainability.
• Their investment preferences and aspirations – Conversations focused on women’s evolving investment priorities, from ESG investing to wealth preservation strategies, and the sectors offering significant growth potential for female investors.
• Sectors of focus for female clients in the region – Insights into industries driving regional economic development, with an emphasis on sectors presenting emerging opportunities for women entrepreneurs and investors.

A tribute to Breast Cancer Awareness Month

In addition to financial discussions, the event honored Breast Cancer Awareness Month. The participants reflected on the importance of supporting women beyond the workplace, recognizing the importance of health and wellbeing in building resilient communities. Pink-themed elements throughout the event symbolized solidarity and support for the cause, reminding all attendees of the importance of early detection and awareness.

Continuing the conversation

This dynamic discussion will be unpacked further in the upcoming last quarter edition of The Vault, the Private Wealth & Family Offices newsletter by Hourani & Partners. The issue will feature a detailed overview of the event’s insights and key takeaways, offering readers a deeper understanding of the themes explored.

Stay tuned for exclusive interviews, expert opinions, and actionable strategies to empower women in wealth management and beyond.

Event highlights in video/photos: