From our years in financial services, we noticed people didn’t really understand what their money was doing and the impact on their future lifestyle. Now, more than ever, we see people trusting data; no longer relying on personal opinions. Footballers selected on stats; medical diagnosis from symptoms collected from millions of users; holidays booked with AI, price comparison and customer reviews.
Yet wealth management is still based on blind trust of traditional brands. Our data shows the industry is broken. We want our clients to be ‘in the know’ when it comes to their money, directly empowering life choices they never knew they had.
Stuart, Arik, Johnnie - Founders
Our Advisory Council comprises some of the most influential business leaders who have decades of experience working with the wealth management industry. As clients of Y TREE and sophisticated users of wealth management services they help us shape our proposition.
Previously: President, Sun Life Asia; Group Finance Director, Old Mutual plc; CEO, Nedbank Retail & Business Banking and Nedbank Corporate Banking
Chairman, Rosebank Industries; Deputy Chairman, The Panel on Takeovers and Mergers; Non-Executive Director, JP Boden
Previously: Chairman, Scottish Mortgage Investment Trust, Melrose Industries and Intermediate Capital; Head of Investment Banking, Merrill Lynch Europe
Chairman, RiverStone International, Enra Specialist Finance and Dale Partners
Previously: CEO, Close Brothers; Co-Head of European Investment Banking, J.P. Morgan
Founder, Acorn Capital Advisers; Trustee, Royal Academy Trust
Previously: CEO, Kleinwort Benson, Lombard Odier (UK) and Schroders Private Banking
Global CIO, LGIM Asset Management (transitioning to new position from 1 July 2026)
Previously: Senior roles across the asset management industry including Fidelity, Schroders and DWS
Partner, Brunswick Group; Chairman, Young & Co’s Brewery
Previously: The Senior Partner, Slaughter and May
Our Advisory Council comprises some of the world's most influential business leaders who have decades of experience working with the wealth management industry. As clients of Y TREE and sophisticated users of wealth management services they help us shape our proposition.
Global CIO; LGIM Asset Management
Previously: Senior roles across the Asset Management Industry, including Fidelity, Schroders and DWS
Partner, Brunswick Group; Chairman, Young & Co’s Brewery
Previously: The Senior Partner, Slaughter and May
Chairman, Rosebank Industries; Non-Executive Director, JP Boden; Deputy Chairman, The Panel on Takeovers and Mergers
Previously: Chairman, Scottish Mortgage Investment Trust; Chairman, Melrose Industries; Chairman, Intermediate Capital; Head of Investment Banking, Merrill Lynch Europe
Chairman, RiverStone International; Chairman, Enra Specialist Finance; Chairman, Dale Partners Limited
Previously: CEO, Close Brothers; Co-Head of European Investment Banking, J.P. Morgan
Founder, Acorn Capital Advisers; Trustee, Royal Academy Trust
Previously: CEO, Kleinwort Benson; CEO, Lombard Odier (UK); CEO, Schroders Private Banking
Previously: President, Sun Life Asia; Group Finance Director, Old Mutual; CEO, Nedbank Corporate and Nedbank Retail and Business Banking
Our Advisory Council comprises some of the world’s most influential business leaders who have decades of experience working with the wealth management industry. As clients of Y TREE they are important in helping us shape our proposition and strategy.
Global CIO, LGIM Asset Management
Previously: Senior roles across the Asset Management Industry, including Fidelity, Schrdoers, DWS
Partner, Brunswick Group; Chairman, Young & Co’s Brewery
Previously: The Senior Partner, Slaughter and May
Chairman, Rosebank Industries; Non-Executive Director, JP Boden; Deputy Chairman, The Panel on Takeovers and Mergers
Previously: Chairman, Scottish Mortgage Investment Trust; Chairman, Melrose Industries; Chairman, Intermediate Capital; Head of Investment Banking, Merrill Lynch Europe
Chairman, RiverStone International; Chairman, Enra Specialist Finance; Chairman, Dale Partners Limited.
Previously: CEO, Close Brothers; Co-Head of European Investment Banking, J.P. Morgan
Founder, Acorn Capital Advisers; Trustee, Royal Academy Trust.
Previously: CEO, Kleinwort Benson; CEO, Lombard Odier (UK); CEO, Schroders Private Banking
Previously: Vice-Chair, Strategic Partnerships, Sun Life Financial; President, Sun Life Asia; Group Finance Director, Old Mutual plc; Managing Executive – Retail & Business Banking, Nedbank; Managing Executive – Business Banking, Nedbank; Managing Executive – Corporate Banking, Nedbank
Our team of financial experts, data engineers, product builders and creative problem-solvers bring clarity and confidence to the most complex financial decisions. Acting as your trusted sounding board, we help you respond to changes in life, business and the economy, ensuring your wealth strategy remains resilient and aligned with your goals.
Your experience is powered by a team of experts. Having worked at many of the world’s leading financial services businesses, they have joined Y TREE to transform the industry.
Client Adviser
Client Adviser
Senior Client Adviser
Senior Client Adviser
Founder, CEO
Founder, CEO
Founder, Client Advice
Founder, Client Advice
Founder, Tech & Product
Founder, Tech & Product
Head of Client Team & Operations
Head of Client Team & Operations
Head of the Y TREE community
Head of the Y TREE community
Chief Financial Officer
Chief Financial Officer
