It’s vital to keep comparing your wealth manager’s performance to its peer group to make sure you are getting value for money and the returns you need to fulfil your goals.
Most people are drawn to professional wealth management by the promise of superior investment returns. But without peer group comparisons it can be difficult to get a true picture on performance.
Most people are drawn to professional wealth management by the promise of superior investment returns. But it can be notoriously difficult for investors to find reliable figures to make comparisons from – a problem we aim to solve.
You pay a wealth manager to maximise your investment returns and so you should never put up with disappointing performance for any significant period of time. Ask these questions to get a better overview of how your investments are doing.
From the CEO’s Desk is a monthly series written by Dominic Gamble, CEO, findaWEALTHMANAGER.com, sharing with you his thoughts on relevant issues, challenges, events, questions, and […]