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Retired
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Y TREE and retired clients
We count the former leaders of many of the private equity, corporate finance, law, accounting and consulting firms amongst our clients
Today they are non-execs, pilots, philanthropists, travellers, golfers, artists and psychologists
We help them understand how they can maintain their lifestyles, back businesses, support the causes that matter to them and invest in the next generation
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Private
Equity
Law
Business
executive
Corporate
finance
Other
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With Y TREE, you would benefit from
With Y TREE, you would benefit from
With Y TREE, you would benefit from
Y TREE testimonials
It is really nice to have a conversation where it is impartial advice and I’m not being sold to.
Former senior partner, private equity firm
You have captured all the issues with the [wealth management] industry…in a beautifully data driven way.
Former partner, Magic Circle law firm
I wish I had met you 25 years ago - every lawyer in England should use you!
Former senior partner, London law firm
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
It is really nice to have a conversation where it is impartial advice and I’m not being sold to.
Former senior partner, private equity firm
You have captured all the issues with the [wealth management] industry…in a beautifully data driven way.
Former partner, Magic Circle law firm
I wish I had met you 25 years ago - every lawyer in England should use you!
Former senior partner, London law firm
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
Y TREE Interview
Y TREE and private equity professionals
We advise the founders and senior partners of many of the top PE firms
They work at firms like CVC, Permira, Apax, Hg Capital and Advent
We have a detailed understanding of the risk and liquidity profile of our clients’ funds
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With Y TREE, you benefit from
With Y TREE, you benefit from
With Y TREE, you benefit from
Y TREE testimonials
This is the holy grail of the entire industry.
Senior Partner, private equity firm
This is really sophisticated. I've never thought about managing my finances this way before.
Managing Director, private equity firm
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
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
This is the holy grail of the entire industry.
Senior Partner, private equity firm
This is really sophisticated. I've never thought about managing my finances this way before.
Managing Director, private equity firm
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
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
Y TREE and legal professionals
We advise senior partners in the top law firms
They work at firms such as Slaughter and May, Clifford Chance and Simpson Thacher
We have a deep understanding of their compensation structure, career and lifestyle objectives
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With Y TREE, you benefit from
With Y TREE, you benefit from
With Y TREE, you benefit from
Y TREE testimonials
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
I wish I had met you 25 years ago.
Partner, London law firm
You have made it all about life which is what I really care about.
Senior Partner, Magic Circle law firm
Every lawyer in England should use you.
Global Head of Restructuring, Magic Circle law firm
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
I wish I had met you 25 years ago.
Partner, London law firm
You have made it all about life which is what I really care about.
Senior Partner, Magic Circle law firm
Every lawyer in England should use you.
Global Head of Restructuring, Magic Circle law firm
Y TREE and executives
We currently advise leaders of some of Britain’s most prominent multinational businesses
They are accomplished entrepreneurs, chairs and C-suite executives
We help them understand their business exposure, plan career transitions and meet their lifestyle objectives
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With Y TREE, you benefit from
With Y TREE, you benefit from
With Y TREE, you benefit from
Y TREE testimonials
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
I think you guys are really onto a winner here and I have lots of other people I’d like to recommend.
Founder, entertainment company
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
It’s exactly the kind of thing we’re looking for.
Founder and CEO, private company
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
I think you guys are really onto a winner here and I have lots of other people I’d like to recommend.
Founder, entertainment company
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
It’s exactly the kind of thing we’re looking for.
Founder and CEO, private company
Y TREE and corporate finance professionals
We advise senior leaders at the top corporate advisory firms
They work at firms including JP Morgan, Goldman Sachs and Morgan Stanley
We have a deep understanding of their compensation structure, career and lifestyle objectives
Select the boxes that relate to you
With Y TREE, you benefit from
With Y TREE, you benefit from
With Y TREE, you benefit from
Y TREE testimonials
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 you guys are doing is outstanding. I’ve never seen something like this.
Global Head of Investment Banking, investment bank
Y TREE and corporate finance professionals
We advise senior leaders at the top corporate advisory firms
They work at firms including JP Morgan, Goldman Sachs and Morgan Stanley
We have a deep understanding of their compensation structure, career and lifestyle objectives
Select the boxes that relate to you
With Y TREE, you benefit from
With Y TREE, you benefit from
With Y TREE, you benefit from
Y TREE testimonials
Your app is brilliant. It gives me peace of mind having everything in one place and accessible in the palm of your hand.
Property professional
Nobody’s ever talked to me this way. It’s unbelievable what you guys do.
Founder and Partner, career consultancy
Select the boxes that relate to you
With Y TREE, you would benefit from
With Y TREE, you would benefit from
With Y TREE, you would benefit from
Y TREE testimonials
We are really impressed with the advice we are getting - it gives us lots of confidence that we can make changes in our life.
I was so impressed you all responded over the weekend, it would never have happened with [my other providers].
It’s nice to know all of this has been mapped out, and with all the uncertainty everyone’s going through, it is comforting to know that we will have the funds to see it through.
I cannot begin to say how helpful this process and Y TREE have been to me. I have always dealt with the household and my partner was the financially minded one - so this process was so very helpful and long may it continue.
We are really impressed with the advice we are getting - it gives us lots of confidence that we can make changes in our life.
I was so impressed you all responded over the weekend, it would never have happened with [my other providers].
It’s nice to know all of this has been mapped out, and with all the uncertainty everyone’s going through, it is comforting to know that we will have the funds to see it through.