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.
Overpaying rarely makes sense, whether it's for groceries or financial services. In investing, paying too much can quietly erode your long-term returns. Some costs are worth it. But many investors pay far more than they need to, often without realising it. According to investment strategist JOACHIM KLEMENT, that money benefits others far more than it benefits you. KEY TAKEAWAYS 1. High fees reduce your returns Klement warns that unnecessary fees often reward the product provi
Robin Powell
Mar 10, 20253 min read
SUBSCRIBE
Simply provide your email address to receive our regular update.
