The Y TREE difference
We formed Y TREE to change people’s experiences with wealth management, solving five critical problems. Click to see our solutions.
Difficult to track all your money
It’s time consuming to keep your financial affairs up-to-date and see the whole picture
Our solution
Proprietary technology to access all your finances across all institutions, which is instantly accessible to you and your family
Opaque and complex reporting
Industry reports are complex and it’s difficult to compare performance, risks and costs
Our solution
Independent analysis of performance, risk and costs to monitor if you are getting good value
Focus on investments not life
Wealth managers tend to advise on investment performance, not achieving your lifestyle ambitions
Our solution
A sophisticated engine for money and life that drives your personal financial strategy to navigate markets and life’s stresses.
Complex financial products
Financial products, structures, acronyms and tax rules are difficult to understand
Our solution
Proactive advice from your dedicated team on risk, cash, currency, liquidity and tax easily instantly accessible on mobile and desktop
Conflicted product sales
Many wealth managers are incentivised for selling and distributing financial products. Many are not set up to provide impartial advice.
Our solution
Conflict-free advice, tailored to your needs and benefiting from scale-based product cost reductions negotiated for our clients
Difficult to track all your money
It’s time consuming to keep your financial affairs up-to-date and see the whole picture
Our solution
Proprietary technology to access all your finances across all institutions, which is instantly accessible to you and your family
Opaque and complex reporting
Industry reports are complex and it’s difficult to compare performance, risks and costs
Our solution
Independent analysis of performance, risk and costs to monitor if you are getting good value
Focus on investments not life
Wealth managers tend to advise on investment performance, not achieving your lifestyle ambitions
Our solution
A sophisticated engine for money and life that drives your personal financial strategy to navigate markets and life’s stresses.
Complex financial products
Financial products, structures, acronyms and tax rules are difficult to understand
Our solution
Proactive advice from your dedicated team on risk, cash, currency, liquidity and tax easily instantly accessible on mobile and desktop
Conflicted product sales
Many wealth managers are incentivised for selling and distributing financial products. Many are not set up to provide impartial advice.
Our solution
Conflict-free advice, tailored to your needs and benefiting from scale-based product cost reductions negotiated for our clients
For independent thinkers,
not followers
Our clients seek an intellectual sounding board to manage their wealth. We are for independent thinkers; the curious and the progressive; those open to being challenged and humble enough to seek advice when they need it. They embrace progress and are confident to look beyond the traditional brands.
Why clients
choose Y TREE
Y TREE gave me the holistic financial solution I’d been searching for, integrating all my assets and future needs in a flexible, ongoing, adaptable approach that reflects the circle of life.
Ingrid Johnson
Former President, Sun Life Asia
What really appealed was Y TREE’s detailed mapping of all of our assets - including those they weren’t directly managing - and what that means in the context of living to 100. Y TREE’s analysis of those assets and our future spending patterns gives real confidence about when to retire and how to plan properly for life.
Jason Glover
Former London Managing Partner of US law firm
All wealth managers should be like Y TREE. Efficient use of tech but keeping the human analysis and empathy. User friendly, razor sharp and accessible and with a sharp eye on value.
Samantha Woodham
Barrister and Co-founder, The Divorce Surgery
With Y TREE I never felt like I was being sold something. It was genuine advice - thoughtful, data-driven, and aligned with what made sense for me.
Edward Banks
Y TREE client
