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.
Why meet us
- Spend up to an hour with one of our expert advisers to discover Y TREE’s transformational approach to wealth management
- Understand how data, technology and institutional techniques, usually the preserve of leading endowments and sovereign wealth funds, can create multiple efficiencies for you
- Explore the effectiveness of your current wealth management set-up in terms of performance, risk and costs, and change your perspective on money and life
Meet an adviser
Discover a different view of money and life
The benefits of the Y TREE approach
Transparency
At Y TREE, transparency means making the complex simple. It means having an elevated perspective over your financial life and being able to make sense of what it means for you and your family.
We aggregate your data, pulling together all the strands of your financial life to give you an instantly accessible, intuitive and objective view. We carry out analysis that provides insight into your income, expenditure, assets and debts.
Efficiency
Sophisticated institutional investors never overlook the power of efficiency. We create efficiencies at every level with multiple incremental gains that can compound to significant value over time. Compounding is one of the most powerful forces in the financial world; the earlier you start, the greater the impact.
When you understand the power of compounding, every basis point counts. We advise comprehensively on risk, liquidity, currency, cost and structuring – making continuous adjustments when needed.
Meaning
We believe that the starting point of any advice should always be what you want to do with your life. At Y TREE, we connect your finances – your income, assets and debts – with the things you value most: your plans for the future, your family and the legacy you want to leave.
We design financial life strategies to meet your ambitions and enable you to navigate changes in lifestyle, health, family, business, economies and markets.
We solve 5 key personal finance problems
What our clients say about us
You have captured all the issues with the [wealth management] industry…in a beautifully data driven way.
Former Partner, Magic Circle law firm
What our clients say about us
The app and all that is being provided gives me a lot of comfort when considering long term funding of expenditure and lifestyle…exactly what we hoped for.
Former CFO, FTSE 100 company
What our clients say about us
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.
Senior Partner, private equity firm
What our clients say about us
I wish I had met you 25 years ago - every lawyer in England should use you!
Senior Partner, London law firm
What our clients say about us
This is exactly what I thought and wanted it to be. It is the best, and most innovative concept and approach I’ve seen in this space.
Senior banker, investment bank
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.
The value of investments and any income generated may go down as well as up and is not guaranteed. If your investment increases in value at a lower rate than inflation, the purchasing power of your investment will be reduced.