There are thousands upon thousands of wealth managers in the marketplace.
They say to investors ” Pick me, pick me. (well, they don’t really say that), We are the best ones to manage your money. We get the best returns. We are the nicest people. “
If you choose to delegate the management of your money to others, you also have to delegate the process of checking whether your wealth managers are doing what they should be doing. You need to audit their performance.
We can explain how you check the success of your wealth manager.
And if you haven’t yet done this, you are not holding someone you employ to account. That doesn’t usually end well.