A satellite view of all your wealth providers in one place
A smarter approach to wealth management
We deliver transparency, clarity, and control from a unique vantage point. We call it central intelligence for money and life. It’s a smart, sophisticated, holistic way to manage your wealth so that you can achieve everything you aspire to including your wildest ambitions.
The Y TREE Approach
We don’t build your portfolio around products, trends or generic models, we build it around your life ambitions.
We bring all your wealth together, everything from bank accounts and pensions to property and even fine wine, giving you total clarity across your portfolio.
The Y TREE benchmark is a powerful tool to help you assess the performance of your portfolio. It’s calibrated to match the specific risk profile of your portfolio and reflects expected returns after fees, for a given risk level. It’s also investible and not just a measuring stick.
We make sure you benefit from advanced risk analysis, performance benchmarking and cost transparency, whatever the size of your portfolio.
We give you access to an expert client service team who can guide you through big and small decisions and are even available via chat.
We give you access to our App, which provides an overview of all your assets, and lets you securely message our client service team wherever you may be in the world.
We provide clarity and value at every stage, from custodian costs to fund charges. We also give clear insight into risk, performance, liquidity, currency exposures, and excess cash.
Why clients
choose Y TREE
“Y TREE provides great service, good people, a real focus on making sure I get best value investment performance, and the benefits of long term compound and efficiency.”
Managing Partner, Investment Company
“As a family, we now make investment decisions in a much more joined up way. And that is because of Y TREE.”
Former CFO, FTSE 100 company
"I love the clarity and simplicity of the advice process at Y TREE. I have never felt this organised, or looked at overall risk across my portfolio as a whole. The service will be great for my clients who have much more money than me!”
Chairman, Global Talent Sports & Entertainment Firm
The steps to central intelligence
for money and life
Our team of experts
At Y TREE you don’t just get clever tech, you get real people. Real experts, with deep financial knowledge and expertise in their field. Here are just a few of the team members guiding our clients.
Client team
Security you can trust
Y TREE is authorised and regulated by the Financial Conduct Authority (FCA). We systematically invest to incorporate FCA standards and best practice into our service design and user experience. We continuously evaluate our development against the four Consumer Duty outcomes. On data, we invest heavily in cyber security and are committed to protecting our clients’ personal data in accordance with the UK General Data Protection Regulation (GDPR).
Y TREE is authorised and regulated by the Financial Conduct Authority (FCA). We systematically invest to incorporate FCA standards and best practice into our service design and user experience. We continuously evaluate our development against the four Consumer Duty outcomes. On data, we invest heavily in cyber security and are committed to protecting our clients’ personal data in accordance with the UK General Data Protection Regulation (GDPR).