Robb Report | 3 min | 28 Sept 2023
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.
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.
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.
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.
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...
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.
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.
Families in Asia, who once viewed a pre-nup as unromantic and even bad luck, are now viewing it as a sensible precaution
Inheritance tax has been top of mind lately for wealthy clients and their financial advisers.
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?
‘I’m already saving for my daughter’s maternity leave—she’s only 2.’
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.
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.
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.
For one member of the wealth management community, SkyScanner has provided more inspiration than just his next holiday.
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.
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.
Institutional investors might use complex models, but their desire to match returns with liabilities has lessons for 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...
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.
