News & Insights - Y TREE

Featured news & insights

The Change Makers: Shaking Up the Money TREE

The Change Makers: Shaking Up the Money TREE

Robb Report | 3 min | 28 Sept 2023

Managing your own wealth Private Equity International | 3 min | 1 March 2024

Powering your financial wellness MMC Podcast | 40 min | 20 February 2024

Wealth managers strive to unleash innovative mindset Financial Times | 3 min | 1 March 2024

Y TREE in the news

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Article | 9 min | 12 April 2024

Why billionaires are changing how they spend

The word “billionaire” evokes images of people in expensive suits stepping off private jets. But, while this may be true for some of the world’s richest individuals, a new group of wealthy individuals appears to be adopting a less showy lifestyle.

Article | 2 min | 8 March 2024

Best way for advisers to learn is through spending time with colleagues

On the job experience is key for advisers to hone their skills, said Johnnie Hampel, founder of Y Tree, who moved into the financial services in 1999 after starting off working as a lawyer.

Article | 3 min | 1 March 2024

Wealth managers strive to unleash innovative mindset

Innovation might not come naturally to big banks, but leading players are realising that partnering with start-ups is often the best way to help the wealth management industry evolve.

Podcast | 40 min | 20 February 2024

Powering your financial wellness

MMC Partner Ollie Richards, interviews Stuart Cash, founder and CEO of Y TREE - an MMC portfolio company that combines data, technology and human experience to provide financial life intelligence.

Podcast | 22 min | 24 January 2024

A conversation with Stuart Cash, CEO of Y TREE

another brilliant episode at Focal Point where today we are joined by Stuart Cash, the Founder and CEO at Y TREE. Prior to his current role, he started out his career as a solicitor before becoming Executive Director at investment bank SBC Warburg...

Article | 5 min | 3 January 2024

UHNWs brace for tax reform in election year

Non-dom status and IHT are set to be front and centre on the political stage. Tax advisers share how clients are already taking action.

Article | 3 min | 29 December 2023

New Year’s financial resolutions advice from the experts

Kick-starting your fitness journey or trying a new hobby may sound like a fun way to start 2024. Signing a power of attorney on a gloomy day in January? Maybe not so much.

Article | 00 min | 27 November 2023

The rise in popularity of prenuptial agreements to protect family wealth

Families in Asia, who once viewed a pre-nup as unromantic and even bad luck, are now viewing it as a sensible precaution

Article | 6 min | 6 October 2023

Intergenerational planning is more than just tax talk

Inheritance tax has been top of mind lately for wealthy clients and their financial advisers.

Article | 4 min | 27 September 2023

Y TREE: transparency, efficiency and meaning

Clients demand choice when it comes to their money. They do not want to be told what they can invest in, they want to say what they invest in. So how do you deliver choice to clients?

Article | 5 min | 14 September 2023

‘I’m already saving for my daughter’s maternity leave—she’s only 2.’ Parental leave in the U.S. is so bad families are planning generations in advance

‘I’m already saving for my daughter’s maternity leave—she’s only 2.’

Article | 10 min | 11 September 2023

Are Brits too reliant on inheritance for their retirement plans?

Inheritance plays a big part of the financial advice world – whether that’s helping clients leave assets for their children or helping customers deal with incoming wealth.

Podcast | 50 min | 18 August 2023

Financial Intelligence for Life | Stuart Cash

Stuart Cash is the CEO and co-founder of Y TREE. This episode explores the meaning, value, purpose and myths surrounding money. Stuart grew up in London and studied law at Cambridge.

Article | 5 min | 12 August 2023

The six-figure earning workers with millions in assets who plan to die with nothing

How do the rich and famous stop their kids from getting lazy? The threat of no inheritance might do it. Billionaires from Warren Buffett to Steve Jobs have made it clear their enormous wealth won’t be passed onto their children.

Article | 6 min | 12 July 2023

Is this the Skyscanner of the wealth management industry?

For one member of the wealth management community, SkyScanner has provided more inspiration than just his next holiday.

Article | 5 min | 14 June 2023

Soccer Aid for UNICEF 2023 raises £14.7mn – & more football-related fundraising news

Soccer Aid for UNICEF 2023 took place on 11 June, raising £14.6m. This brings the total raised since it was founded by UNICEF UK Ambassador Robbie Williams in 2006 to over £90m.

Article | 5 min | 14 June 2023

Street Soccer London ‘Raise the Game’ at Abbey Road Studios with Heather Small

A charity that supports ‘at risk’ children and adults through the power of football will be bringing the beautiful game to the iconic Abbey Road Studios this week.

Article | 4 min | 1 July 2023

How to manage your money like a pension fund

Institutional investors might use complex models, but their desire to match returns with liabilities has lessons for everyone.

Article | 4 min | 10 May 2023

‘Quiet luxury’ has long been a tactic of the ultra rich—but there’s something everyone...

Money talks – or so the saying goes – but it seems that wealth whispers. The term ‘quiet luxury’ is one of the loudest trends on the internet at the moment, encapsulating the idea that the ultra-wealthy steer clear of flashy brands...

Article | 3 min | 23 March 2023

How will the end of LTA impact pension investing?

Jeremy Hunt’s announcement in his Budget that the pension lifetime allowance is being scrapped means those who have built up substantial wealth in their pension pots can feel less constrained about how they manage their contributions.

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