We solve 5 key personal finance problems
1It’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
2Reports 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
3The industry focuses on investment performance not life
FINANCIAL LIFE STRATEGY
- Sophisticated engine balances your money and your life
- Constantly evolving strategy based on your aspirations
- Flexibility to navigate changes in personal circumstances
4Financial 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
5Wealth 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 PARTNER, PRIVATE EQUITY FIRM
Register interest
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This communication constitutes a financial promotion issued in the UK that is not exempt under the Financial Services and Markets Act 2000 (and related legislation) or the rules of the Financial Conduct Authority. It is issued and approved for distribution in the UK by Y TREE Limited.