A few weekends ago the Financial Times’s Money section published a special edition focused on private client wealth management. It included info on the past performance of specific major wealth managers, which is data that is usually difficult to obtain. This gives us an opportunity to compare our clients’ returns to those of our biggest peers – and we like what we see.

It turns out that if we were included in the analysis we would have had the highest returns over the past 3 years for a ‘Balanced Portfolio’ and the third highest (out of 22) for a ‘Growth Portfolio’. Needless to say, we are very pleased by these results. ​

Below are the FT’s tables reproduced to include TindleWealth’s returns. For copyright reasons, we are only showing the top of the tables. The full FT tables appear impossible to find online but were published in the UK print edition on Saturday 29 June 2024. The underlying data for the tables was supplied by ARC.

Knowing we are truly top tier relative to our major competitors is encouraging and reinforces our belief that our investment approach – which isn’t complicated but is highly principled and disciplined – is serving our clients well.

 

Balanced Portfolio (Typically 35-55% Equity)

Wealth Manager Balanced Portfolio Name 3 Years Cumulative (% total return net of fees)
Tindle Wealth Management TindleWealth Balanced Portfolio 12.42%
Waverton Waverton ARC PCI Balanced 12.00%
Arbion Limited GBP Balanced Balanced Asset 11.01%
Rothschild & Co, Wealth Management Rothschild & Co Sterling Cautious Composite 9.90%
Evelyn Partners Evelyn Partners Balanced Asset GBP 8.01%
Charles Stanley Dynamic Passive 3 8.00%

Returns as of 31/12/2023

Capital Growth Portfolio (Typically 55-75% Equity)

Wealth Manager Capital Growth Portfolio Name 3 Years Cumulative (% total return net of fees)
Meridiem Investment Management Meridiem GBP Core Equity with Fixed Income 20.90%
Waverton Waverton Private Client GBP Growth Composite 18.00%
Tindle Wealth Management TindleWealth Growth Portfolio 12.64%
7IM 7IM Blended Moderately Adventurous Model Portfolio 12.50%
Charles Stanley Dynamic Passive 4 12.00%
McInroy & Wood McInroy & Wood Balanced Fund 12.00%

Returns as of 31/12/2023

 

Please contact us if you’re a client of one of our competitors and you feel that your historical returns are not matching up. We are always happy to perform an analysis of a prospective client’s current investment portfolio and historical returns, free of charge.