Securing better-value fees is one of the most powerful moves you can take to make sure your wealth grows as strongly as it can, but there is still too little appreciation that net returns are the figures to pay attention to.
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.
There is comfort in the “Balanced portfolio” label, but which assets should be included – and in which proportions – are vexed questions. Many investors could be taking on far more risk than they realise.