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.
SJP's low-cost funds, charging 0.2%, look competitive — but total costs matter more. What existing and prospective SJP clients need to know about value.
Robin Powell
Oct 9, 20257 min read
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