Report

Report

Plugged into Wealth Management 2026

The performance paradox: why did 96% of investors feel confident they know their investments performed well, whilst 84% of wealth managers underperformed?

Read Report
Report

Plugged into wealth management

Do you really know how your wealth performed last year? It should be simple. Reports arrive with reassuring regularity, professionally presented and full of detail....

Read Report

The hidden price women pay for financial advice

The problem with women and financial advice is rarely what is said outright. It is what quietly happens in the room: who gets the eye...

Read More Arrow Right

What’s next in collecting trends 2026

The global collectibles market is entering a decisive new phase, shaped by generational change, shifting values, and the continued rise of tangible assets. Leading this...

Read More Arrow Right

Data doesn’t change lives, people do

Awareness of inefficiencies in your financial setup is rarely enough to drive change

Read More Arrow Right

The hidden threat to family wealth

From voice-cloning fraud to house burglaries — the threats are more specific, and more preventable, than most families realise.

Read More Arrow Right

We’ve built a gilded cage and forgotten the door is unlocked

The 2027 pension changes could mean Britain's wealthiest retirees are saving for a tax bill, not a life.

Read More Arrow Right
Podcast

The True Meaning of Success, with Niall Mills

The Future. It’s all there, in front of us. It could go wonderfully. Or it could go badly wrong. It will inevitably require our passions...

Listen Arrow Right
Podcast

The Psychology of Money, with Lucy Beresford and Robin Powell

Unpack the hidden emotions behind financial decisions. We spoke with Lucy Beresford and Robin Powell about the psychology of money, how our learned behaviours shape...

Listen Arrow Right
Podcast

Financial Risk, with Nic Humphries and Johnnie Hampel

What does it really mean to take financial risk - and how much is right for you? Y TREE’s co-founder Johnnie Hampel and Hg Capital’s...

Listen Arrow Right
Podcast

Money talks, with Oliver James and Diana Chambers

Why is money still so hard to talk about? In this episode, psychologist Oliver James and family wealth mentor Diana Chambers talk about how open,...

Listen Arrow Right
Podcast

Women and finance, with Otegha Uwagba and Caroline Edwards

Why have women so often been excluded from conversations about money? Y TREE’s Eliana Sydes speak with author Otegha Uwagba and Caroline Edwards of the...

Listen Arrow Right