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.
Private equity is heading into UK pension funds — backed by government policy and industry enthusiasm. But the evidence for ordinary savers capturing meaningful returns, after fees and illiquidity costs, is far weaker than the sales pitch suggests. Before your retirement savings are redirected, here's what the research actually shows.
Robin Powell
Mar 510 min read
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