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.
If you're looking for an edge as an investor, you're not alone. Many people spend their time chasing the latest stock tip or trying to time the market. But what really sets successful investors apart is not secret information or complicated strategies. It is the ability to manage their own behaviour, especially in times of uncertainty. Your investment choices do matter. But the decisions you make about when to act, when to stay patient, and how to respond to market movements
Robin Powell
Feb 24, 20254 min read
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