Meet an adviser
Discover a different view of money and life
Why meet us
Spend up to an hour with one of our expert advisers to discover Y TREE’s transformational approach to wealth management
Understand how data, technology and institutional techniques, usually the preserve of leading endowments and sovereign wealth funds, can create multiple efficiencies for you
Explore the effectiveness of your current wealth management set-up in terms of performance, risk and costs, and change your perspective on money and life
What our clients say about us
This is exactly what I thought and wanted it to be. It is the best, and most innovative concept and approach I’ve seen in this space.
Senior Banker, Investment Bank
What our clients say about us
I don’t say this often but I am absolutely blown away by what you have built. Seriously impressive. I’ll be sending every single one of my clients your way.
Founder and Partner, Career Consultancy
What our clients say about us
Unless I had billions of pounds, I’d never be able to replicate the quality of your team. I don’t want a family office - this is what I need.
Senior Partner, Private Equity Firm
What our clients say about us
Your app is brilliant. It gives me peace of mind having everything in one place and accessible in the palm of your hand.
Former CFO, FTSE 100 Company
What our clients say about us
This is absolutely brilliant. You've captured all the issues with the industry... in a beautifully data-driven way.
Head of Private Equity, London Law Firm
What our clients say about us
This is hugely valuable. It gives me a realistic idea of what I can commit, whilst making sure I am not taking any reckless risks.
Founder and Chief Operating Officer, Private Equity Firm
What our clients say about us
You have made it all about life which is what I really care about. Every lawyer in England should use you!
Global Head of Restructuring, Magic Circle Law Firm
What our clients say about us
I’m not particularly interested in our finances but for the first time this makes sense to me. At least I know where everything is and we are well looked after if my partner goes under a bus.
Full-time Parent
