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Frequently Asked Questions

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How do I know if my investment portfolio is performing well?
Investment performance should be assessed against an appropriate benchmark and over a meaningful period, rather than simply looking at whether your portfolio has increased in value. You can use our performance comparison tool for guidance. It is also important to consider the level of risk being taken, your investment objectives, fees and whether the portfolio remains suitable for your circumstances.
Underperformance does not automatically mean you should change wealth manager. Markets and investment strategies can perform differently over time, so it is important to understand why your portfolio has underperformed, whether the comparison being used is appropriate and whether the investment strategy still reflects your goals and risk profile. Persistent unexplained underperformance or poor service may be reasons to seek a second opinion.

Wealth management, investment, platform and fund charges can all reduce the returns you ultimately receive. Even relatively small differences in annual fees can become significant over longer periods, so it is important to understand your total costs and whether the service and investment management you receive represent good value.

Yes, but comparisons need to be made carefully. Different wealth managers may use different investment strategies, asset allocations and levels of risk, so headline returns alone do not provide the full picture. Comparing performance alongside risk, fees, benchmarks and service can give you a more meaningful indication of how different wealth managers perform.

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If you have accumulated cash in excess of £50,000 and are considering your options, you are in the right place.

Cash tucked away in a savings account used to be a safe option, but with years of rock-bottom interest rates, returns from deposits are modest, at best. Combine that with the effect of inflation and your cash savings are likely reducing in value in real terms each year.

There are other options, such as buy-to-let and alternative investments, but they all need to be carefully evaluated based on your goals, life stage and risk-profile. This is where a professional wealth manager can really help. Discussing your options with a professional experienced in your type of situation will help you clarify and prioritise what’s right for you.

At findaWEALTHMANAGER.com we’ve seen all types of wealth management relationships, good and bad. We’ve seen investors struggling by on a “Do-it-Yourself” basis and often losing huge amounts of their hard-earned wealth. We’ve seen cash deposits eroded in value over time by inflation, alongside clients disappointed by expensive, underperforming wealth managers.

Navigate the minefield with expert, no-obligation assistance and let us find the best investment managers for your profile and needs.

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How to review your investment portfolio properly

With our handy framework for reviewing your investments you can quickly understand the portfolio performance and service value you are getting.

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More reading about your situation:

We give you access to a wide range of companies

We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight.

  • AAB Wealth
  • Amicus Wealth Management (formerly 7IM)
  • Bordier UK
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credo Wealth
  • Evelyn Partners
  • Hottinger & Co. Ltd.
  • James Hambro & Partners
  • Julius Baer
  • Kingswood Group
  • LGT Wealth Management
  • Mirabaud & Cie (Europe) SA
  • Mole Valley Asset Management
  • Nedbank Private Wealth
  • Netwealth
  • Oakglen Wealth Limited
  • Partners Wealth Management
  • Plurimi Wealth
  • Quilter Cheviot
  • Rathbones
  • RBC Brewin Dolphin
  • Rothschild and Co
  • Ruffer LLP
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS

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