A DIFFERENT VIEW OF MONEY AND LIFE
Y TREE was founded to make a change. We’re on a mission to transform personal finance. We combine data, technology and experience to provide a layer of intelligence over our clients’ financial lives.
FIND OUT MOREWE SOLVE 5 KEY PERSONAL FINANCE PROBLEMS
1
It’s difficult to keep track of your finances
AGGREGATION
- Our technology pulls together all the elements of your financial life
- Automated data feeds with leading private banks and wealth managers
- Instantly accessible via our intuitive App
2
Reports from wealth managers are complex and difficult to compare
ANALYSIS
- Independent assessment of risk, performance and fees
- Understanding of key capital market drivers
- Forensic analysis of your income, expenditure, assets and debts
3
The industry focuses on investment performance not life
FINANCIAL LIFE STRATEGY
- Sophisticated engine balances your money and life plans
- Understand impact of inflation, volatile markets and higher interest rates
- Flexibility to navigate changes in personal circumstances
4
Financial products and acronyms are difficult to understand
ADVICE
- Comprehensive advice on risk, currency, cost, liquidity and tax
- Your dedicated team of expert advisers
- Available 24/7 via our encrypted chat
5
Wealth managers are remunerated for selling products
MONITORING
- Access to processes used by the world’s most sophisticated investors
- Multiple marginal gains compounding to significant value over time
- Ongoing assessment to keep your life aspirations on track
THE BENEFITS OF THE Y TREE APPROACH
TRANSPARENCY
- An up-to-date view of your entire financial life in one place
- Independent analysis of your investment performance, risk and all costs
- Perspective on your currency exposure, liquidity profile and debts
EFFICIENCY
- Personal targets for your risk level, currency, cash balances and liquidity
- Institutional processes generating multiple, incremental gains across your financial life adding up to considerable value over time
- Our technology and approach saves you hours of time
MEANING
- Our financial life strategies mean some of our clients can afford to retire earlier without any change in lifestyle
- Many of our clients can reduce the risk they need to take to achieve their aspirations, giving them greater security and peace of mind in turbulent markets
- Some of our clients can fund their children’s private education, family holidays or gifting for the year through fee reduction alone
