Women And Financial Services: A Case For Closing Gaps

Date: 10 March 2021, 1-1.50pm GMT


The CFA Society of the UK, a professional membership body representing more than 12,000 investment professionals in the UK, are hosting a webinar as part of of International Women’s Day (8 March 2021).  CFA UK's Inclusion and Diversity Network aims to raise awareness of inclusive work cultures where women’s careers thrive, and achievements are acknowledged.

Rupal Kantaria, Partner in the Oliver Wyman Forum, will moderate the event which will cover the financial services industry progress on gender balance in the workforce. Specifically:

·       What factors will influence and deliver the next wave of change.

·       How a new approach is needed to embed diversity and inclusion as part of the business strategy.

·       Where are the revenue opportunities for better serving women as customers?

·       How firms can push the boundaries by adopting new ways of thinking and taking action.

·        Finding the right metrics to measure progress beyond diversity numbers

This event is hosted by the CFA Society for the UK. For more information on the CFA Society of the UK click here.



Rupal Kantaria, Partner, Oliver Wyman

Rupal is a Partner at global management consultancy, Oliver Wyman. She works primarily in Oliver Wyman’s The Forum: a diverse community of private, public and third sector influencers engaging together to co-create ideas and practically test solutions to shared global challenges. Rupal also co-leads Oliver Wyman’s UK Social Impact team, serves as a strategic advisor at the 30% Club and as a Board Trustee for the Lullaby Trust. She has co-founded two social mission movements: Mission INCLUDE driving inclusive culture at corporates and GenGive igniting the social conscience in families.


Virginie Maisonneuve, CFA, Founder MGA, Consulting

As a global investment leader with a track record of over 30-year of performance, team leadership and innovation, Virginie has held various portfolio management and CIO positions for companies such as Eastspring, Pimco, Schroders, Clay Finlay, Batterymarch, State Street Research and Martin Currie.

Virginie started her career in China working as a consultant for the Ministry of Foreign affairs in Beijing while attending Political Economy classes at People’s University. As an investor she is recognised as a pioneer in areas such as China, “Quanta-mental”, ESG and Climate Change.

Virginie is a member of the Future of Finance Council (CFA) and a high-profile public speaker and global media commentator. She is also a board member of Ajiliti Partners, a Singapore based Fintech company. She was chair of the CFA UK woman’s network and is a founding member of the Buy-side Bloomberg Women’s network in Asia. She was named Top Women in Finance in Europe in 2008, 2009, 2010, 2011, 2012, and 2014. She was also named in 10 most inspirational women of 2020 City leader by Brummell.

Kathleen Hughes, Partner, Global Head Liquidity Solutions Client Business, Goldman Sachs Asset Management

Kathleen is Global Head of the Liquidity Solutions Client Business at Goldman Sachs Asset Management. She serves as co-sponsor of the Consumer and Investment Management Division Women’s Network in EMEA and co-sponsor of the EMEA Veterans Network. Kathleen is a member of the EMEA Inclusion and Diversity Committee and the Sustainable Finance steering group. She joined Goldman Sachs as a managing director in 2010 and was named partner in 2016.

Prior to joining the firm, Kathleen was head of Global Liquidity sales for EMEA at JP Morgan Asset Management with 10 years as a private banker and 10 years in asset management sales.

Kathleen is a member of the Board of Trustees of the University of Richmond. She is also a member of the Executive Advisory Council of the Robins School of Business at the University of Richmond. Kathleen is a committee member of the CFA UK Inclusion and Diversity Committee and a member of the Atlantic branch of the Investment Company Institute Global Policy Council. She was named "Investment Woman of the Year - Large Firms" by Investment Week in 2018 and 2019 and one of the "100 Most Influential People in Finance" by Treasury & Risk Magazine in 2011.

Sarah Maynard ASIP, Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute

Sarah Maynard joined CFA Institute in 2019 in the newly created role of Global Head, External Inclusion & Diversity Strategies and Programs ,where she leads a global, industry-recognised, external I&D program portfolio for key stakeholders: candidates, members, societies and institutions.

An experienced investment professional, Sarah previously worked at Majedie Asset Management, where she was Client Communications Director and Head of Stewardship. In this role, she focused on ESG, especially governance, with a keen interest in how companies can achieve success through improving inclusion in stewardship.

Prior to that, she was Director of Career Development at CFA Society UK, and a founder of their Women’s Network, which is now the Inclusion & Diversity Network. Sarah previously worked as an analyst and fund manager. She earned her MA degree in English language and literature at Trinity College, Oxford, holds the ASIP and is an Associate of the Chartered Institute of Personnel & Development.