It’s all about embracing strengths

Private Client Holdings boasts a strong team of highly skilled female employees. At the close of Women’s Month, we take a look at their views on women in the financial services industry.

Nicola Langridge, CFP®, Wealth Manager at Private Client Holdings

What unique challenges have you faced as a woman in your field, and how have you navigated them?

My biggest challenge has been believing in my own capabilities and trusting that what I bring to the table is of value. As a wealth manager, regardless of gender, we each have unique strengths to offer our clients. Embracing those strengths, rather than trying to be someone I’m not, was a turning point for me. There is a great deal of opportunity in our industry; however, it comes down to backing yourself and being willing to embrace those opportunities to grow.

How have you seen the landscape for women in the financial industry evolve, and what changes would you still like to see?

There are more women in wealth management now than when I started out. You notice it immediately when attending industry seminars and events. However, when speaking to young women in junior positions, many are still hesitant to take the leap into client-facing advisory roles. Their fears often centre around confidence in dealing with clients and the shift from a salaried position to a fee-based income. I would love to see more mentorship programmes that help young women build confidence in their abilities.

What advice would you give to young women who aspire to take on leadership roles in traditionally male-dominated fields?

One mistake we make as women is trying to do things the same way as our male colleagues, especially when it comes to networking or building a client base. Instead of fitting into a mould that doesn’t serve you, embrace what makes you different and let it strengthen your strategy. Find a mentor in the industry who embodies what you aspire to achieve. Throughout my career, having guidance from a variety of mentors – both within and outside of my organisation – has made all the difference.

Anshe Swart, CFP® AMLC Prac (SA), Head of Compliance at Private Client Holdings

What unique challenges have you faced as a woman in your field, and how have you navigated them?

I’ve struggled with imposter syndrome at times – doubting myself, not because of how others have treated me, but because there aren’t many women at executive level or people to turn to for guidance. In medium-sized FSPs, where compliance is still evolving into a cornerstone of the business, that sense of isolation can feel even stronger. I have learned to manage this by focusing on the value I add, building supportive networks, and trusting that growth comes from showing up – even when I don’t feel 100% ready.

How have you seen the landscape for women in the financial industry evolve, and what changes would you still like to see?

The landscape has progressed meaningfully, with more women stepping into senior roles and a growing recognition of the value of inclusive leadership. That said, there’s still room for growth, particularly at executive and board level. There is a need for more deliberate succession planning that empowers women into leadership roles, along with supportive policies that recognise the realities of maternity, parenting, and the different stages of a woman’s career journey.

What advice would you give to young women who aspire to take on leadership roles in traditionally male-dominated fields?

Back yourself. Your perspective brings value, especially in a space like financial services where ethics, resilience, and adaptability are critical. Don’t wait to be invited to the table – prepare, show up, and make your voice heard. 

Sue Blake, CFP® CA (SA), Head of the Tax team at Private Client Financial

What unique challenges have you faced as a woman in your field, and how have you navigated them? 

I have observed that my communication style, which tends to be more emotionally expressive, can be interpreted differently compared to that of my male colleagues. While I believe this approach is not necessarily negative, as it allows for fostering stronger connections with clients and team members, it can be perceived as less valuable by others. I demonstrate my value by focusing on delivering a consistent, high level of service to clients – actively looking for opportunities to add value.

How have you seen the landscape for women
in the financial industry evolve, and what changes would you still like to see?

Over time, I have observed a positive shift toward recognising and promoting women within the industry. The younger generation – growing up in an increasingly global and dynamic world – seem especially receptive to women in leadership roles, which is encouraging. With new opportunities emerging, I think now more than ever is an exciting time to be in the industry.

What advice would you give to young women who aspire to take on leadership roles in traditionally male-dominated fields?

Let the quality of your work demonstrate your capability and potential. Consistent performance will distinguish you from others and in time lead to new opportunities. Prioritise clear, honest communication and maintain a long-term perspective. By staying focused on your own goals rather than comparing yourself to others, you will sustain the momentum necessary to achieve success.

Sarah Love, CFP® FPSA® TEP, Head of the Fiduciary team at Private Client Trust

What unique challenges have you faced as a woman in your field, and how have you navigated them? 

Being respected as a subject matter specialist and learning that one needs to speak with confidence and certainty to be taken seriously. If you doubt yourself others will too. You don’t need to know everything, but you do need to be able to position your response in a manner that allows you to do the research without discrediting yourself.

How have you seen the landscape for women in the financial industry evolve, and what changes would you still like to see? 

There are more women joining the industry in roles other than administration. These women are owning their space and showing that gender doesn’t determine worth. There is also a greater acceptance of women in these roles in the younger generations, as they have grown up in a society with greater exposure to diversity in general.

What advice would you give to young women who aspire to take on leadership roles in traditionally male-dominated fields?

Take every opportunity to learn, nothing is more valuable than your education. The more you learn, the more you discover nuances and depth within a topic and how much more there still is to uncover. Know your worth, back up your arguments with credible sources, then argue with confidence. This does not mean, however, that you are always right, but rather that you are open to new discoveries and credible alternative opinions.