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A DIFFERENT VIEW OF MONEY AND LIFE

You’ve been invited to join a webinar with Y TREE.

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.

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WE 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

OUR COMMUNITY

Our clients are leaders in many of the top private equity, consulting, corporate finance accounting and law firms, as well as executives in British business and tech entrepreneurs.

This is absolutely brilliant. You've captured all the issues with the industry...in a beautifully data-driven way.

SENIOR PARTNER, MAGIC CIRCLE LAW FIRM

I would absolutely recommend Y TREE. The client service, clarity and logic of your approach is second to none.

FORMER PARTNER, BIG FOUR CONSULTANCY

Unless I had billions of pounds, I’d never be able to replicate the quality of your team. I don’t want a family office - this is what I need.

MANAGING DIRECTOR, PRIVATE EQUITY FIRM