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A confident young wealth manager gestures toward an upward-trending chart while a middle-aged couple exchange doubtful glances — illustrating the disconnect at the heart of wealth management underperformance

A confident young wealth manager gestures toward an upward-trending chart while a middle-aged couple exchange doubtful glances — illustrating the disconnect at the heart of wealth management underperformance

Wealth management underperformance: the exposed secret that could cost you millions

Y TREE's analysis of 550 portfolios found that 84 per cent of wealth managers underperformed in 2025. Wealth management underperformance cost investors up to a third of their expected returns — and most don't even know it's happening.

Robin Powell

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