thewealthnet

What 20 years of data can tell us about wealth managers' investment performance

Katie Royals, 08/02/2024

Paul Kearney

Those that invested £1 million in an average “steady growth” portfolio in December 2003 – and left it there – would now find their investment to be worth £2.95 million, according to data from ARC.

Having collected 20 years of data, ARC discussed with thewealthnet what its private client indices can tell us about wealth managers’ performance during this period.

Taking inflation into account, real retu...


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