To reshape the way women engage with wealth, our unique needs must be centered. In Ida Liu’s masterclass on Wealth Management for Women, she will delve into the distinct preferences, challenges, and opportunities women encounter in managing and growing their wealth. From tailored investment strategies to achieving financial independence, we’ll explore essential steps every woman should take to secure and enhance her financial future.
]Ida Liu is a visionary leader in global wealth management and former Global Head of Citi Private Bank, renowned for pioneering a holistic, multi-generational approach to wealth. She has redefined how ultra-high-net-worth families engage with their legacies, spearheading programs that empower next-gen leaders, millennial wealth creators, and women investors. With a deep understanding of family dynamics, succession planning, and the evolving wealth landscape, Ida has built innovative strategies that ensure long-term prosperity across generations—cementing her as a transformative force in the industry.