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.
New research has put a price on the emotional pleasure of owning collectible investments. The cost is roughly 2.6 percentage points of annual return, and it doesn't stop at art and wine. From property to employer stock to ESG funds, the same invisible fee may be silently eroding your portfolio.
Robin Powell
Mar 2410 min read
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