Welcome to MoneyShe
“I founded MoneyShe to address the stark gender investment and pension gap — a gap that leaves women retiring with, on average, just one-third of the wealth of men. Traditional investment and wealth management services often overlook women’s unique financial journeys, leaving many feeling sidelined and uninspired.
MoneyShe was created to change that narrative, offering women a tailored investment platform and supportive financial literacy pathway to financial independence. At MoneyShe, we focus on what truly matters to you. Our investment and wealth management services are designed specifically for women — empowering you with the tools, knowledge, and confidence to achieve your financial ambitions.
Whether you’re ready to make your first investment, secure your family’s future, start your dream business, or build lasting generational wealth, we’re here for every step of your journey. We listen to your goals, share your values, and even invest alongside you — because your success is our success.
It’s time for women to claim their place in a world where financial health, security, and independence are for everyone — not just for men.
Together, let’s rewrite the rules of wealth and for women to invest wisely.”
Core MoneyShe values
- Empowerment – We believe women should have access to financial literacy and resources to become confident and achieve financial independence.
- Transparency – Honesty and clarity are at the core of what we do. We offer straightforward, jargon-free, reliable information to help you make informed choices.
- Community – MoneyShe is a community that connects, uplifts, and celebrates women at every step of their financial journey.
- Integrity – We’re committed to offering women investments that are efficient, cost-effective, risk appropriate, highly liquid and align with your values and needs.
Meet the MoneyShe team
Alan’s contrarian mind-set and principled approach to managing money led him to believe that after the financial crisis of 2008, there needed to be a radically different investment approach and strategy to looking after clients’ money. This led him to launch SCM Direct in 2009.
Alan’s innovative and visionary investment approach saw him launch the first UK equity long/short hedge fund in 1997, which compounded at 17.2% p.a. compared to the FTSE All-Share Index return of 4.0%, over the 9.5 years Alan managed the hedge fund.
Alan previously managed the Jupiter Investment Trust, which became the New Star Investment Trust, from its inception in May 2000 to the end of June 2006. During this period the net asset value per share rose by 47.5% against a 0.2% fall in the FTSE All-Share Index.
Along with Gina, Alan launched the True and Fair Campaign in 2012 which has achieved reforms in the transparency of costs and charges, closet index tracking, hidden fees, fund labelling, investment and holdings transparency, regulatory failings and dubious behaviour and greenwashing in ESG investing. Their work has vastly improved consumer protections and outcomes for investors, not just in the UK but across the EU. Three EU Directives – Article 24 of MiFID II, PRIPS and The Shareholder Directive all include text as a result of their campaigning.
