WE PROVIDE PURE ADVICE

We combine data, technology & human experience to provide a layer of intelligence over your financial life.

This Financial Life Intelligence gives you the transparency, efficiency & meaning to fully understand your money & your life - as it is & as it could be. 

COMPOUNDING INFLATION

If you don't believe it, ask Einstein

You might have to work 12 extra years to secure your future

 

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We talk a lot at Y TREE about the importance of compounding. Einstein called it the eighth wonder of the world - if you understand it, you earn it; if you don’t, you pay for it. 

The current economic environment - characterised by volatile equity markets, high inflation, increased interest rates and even, perhaps, an income tax hike - means that it’s getting harder for people to see how their finances align with their lives and their plans for the future. 

Most importantly, we all need to consider the impact of these factors compounded over multiple years.

Without making adjustments, we have found that lawyers and corporate financiers in London could face up to 12 extra years of work just to maintain their current wealth.

So the questions - When will I run out of money? Can I afford my lifestyle? What should I be doing with my cash?  - are the right ones. 

To answer these questions you need an objective understanding of your performance, your risk and the fees you are paying. We believe the best way to do that is by sharing with you the processes and practices of the world’s most sophisticated institutions - usually only available to billionaires and sovereign wealth funds.

Set up a meeting with us

WE PROVIDE PURE ADVICE

We combine data, technology and experience to provide a layer of intelligence over your financial life. We call this Financial Life Intelligence.

This insight gives you the transparency, efficiency and meaning to fully understand your money and your life, as it is and as it could be.

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Transparency
Transparency

 

At Y TREE, transparency means making the complex simple. We aggregate your data, pulling together all the strands of your financial life to give you an instantly accessible, intuitive and objective view.

We carry out analysis that provides insight into your income, expenditure, assets and debts.
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Efficiency
Efficiency

 

We create efficiencies at every level with multiple incremental gains that can compound to significant value over time. Compounding is one of the most powerful forces in the financial world; the earlier you start, the greater the impact.

We advise comprehensively on risk, liquidity, currency, cost and structuring - making continuous adjustments when needed.
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Meaning
Meaning

 

Meaning is about connecting your finances - your income, assets and debts - with the things you value most: your plans for the future, your family and the legacy you want to leave.

We design financial life strategies to meet your ambitions and enable you to navigate changes in lifestyle, health, family, business, economies and markets.

Set up a meeting with us

 

We'd be delighted to meet and discuss your financial life at a time that suits you.
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OUR CLIENTS

 

Our clients are leaders in many of the top private equity, corporate finance, law, accounting and consulting firms, as well as leading executives and entrepreneurs.

We regularly bring our community of clients and shareholders together, alongside leading thinkers from the worlds of business, art, sport, philosophy, philanthropy, journalism, entertainment, technology and sustainability, to discuss and anticipate what the future holds.