Y TREE | White & Case

Revealing the true value generated by wealth management

Discover the power of personalised wealth strategies in this virtual session.

Date | 19 January 2026

Time | 6 - 7pm

Location | Zoom

Register to attend

The Y TREE difference

We build your portfolio around your unique life aspirations, not round generic products or market trends.
We provide you with a satellite perspective of your wealth by consolidating all your assets in one place e.g. bank accounts, ISAs, pensions, investments, property, and collectables.
Benefit from sophisticated risk analysis, asset performance benchmarking, and cost transparency.
Our expert advisers are available to guide you through decisions about managing your money.
We provide clarity and value at every stage. From custodian costs to fund charges, to clear insight into risk, performance, liquidity, currency exposures, and excess cash.

Capital at risk

Chris Davies Katie O’Connor Alex Rich Tom Nunneley Cyrus Dailami Eliana Sydes Chris Davies Katie O’Connor Alex Rich Tom Nunneley Cyrus Dailami Eliana Sydes
Joe Boxer Harry Rixon Tom Fleming Chris Swakeen Emily Roberts David Mair Lucrezia Canovi Joe Boxer Harry Rixon Tom Fleming Chris Swakeen Emily Roberts David Mair Lucrezia Canovi

Our team of experts

At Y TREE you don’t just get clever tech, you get real people. Experts with deep financial knowledge and expertise in their field. Here are just a few of the team members guiding our clients.

Chris Davies Katie O’Connor Alex Rich Tom Nunneley Cyrus Dailami Eliana Sydes Chris Davies Katie O’Connor Alex Rich Tom Nunneley Cyrus Dailami Eliana Sydes
Joe Boxer Harry Rixon Tom Fleming Chris Swakeen Emily Roberts David Mair Lucrezia Canovi Joe Boxer Harry Rixon Tom Fleming Chris Swakeen Emily Roberts David Mair Lucrezia Canovi

Security and Trust

Y TREE is authorised and regulated by the Financial Conduct Authority (FCA). It has invested heavily in systematically incorporating FCA standards and best practice into its service design and user experience. We are committed to protecting our client’s personal data in accordance with the UK General Data Protection Regulation (GDPR).

Y TREE takes cybersecurity seriously, our systems are built with a ‘security by design’ approach, independently audited by top experts. We’re Cyber Essentials certified.

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).