Transparency. efficiency. Meaning. These are the guiding principles that led three financial services firms to transform the way their industries serve their most valuable customers. An industry that has been in need of change for a long time. Stuart Cash, Johnnie Hampel and Arik Peretz recognized the world-changing potential that making sense of personal wealth management could have for individuals and society.
That’s why they built Y TREE. To provide clients with the information, insights and efficiencies previously only available to institutional investors. To enable them to make meaningful life choices they didn’t know they had. To bring about real and lasting change.
Stuart Cash, CEO, emphasizes the importance of realizing what your money can do for you. “Throughout our years in the financial services industry, we have found that too many people – including financial and investment professionals – do not fully understand their financial life, how their money is invested and how it works for them. We wanted to give people the tools to give real meaning to their wealth.”
To make Y TREE’s goals a reality, Cash, Hampel and Peretz knew they had to overcome a number of traditional hurdles only found in the world of wealth management.
Y TREE
your strategy? Simplify complex data and reports. Connect your customers’ complete financial picture to the things they care about most. Identify the incremental gains that add up to a significant value over time. Create efficiency at all levels. Build robust technology based on the processes of the most demanding institutional investors. Then combine it with a sleek, intuitive app. Y TREE calls this Financial Life Intelligence.
Y TREE enables this information with experience, expertise and a uniquely high position that is comparable to sophisticated price comparison sites. “Think of it as central intelligence for money and life,” says Arik Peretz. “We bundle your financial life – your investments in private banks, wealth managers and money managers – and hover above the industry. This means we have a completely different perspective and can focus fully on what is best for each of our clients. In fact, not even family offices can do what we can.”
Y TREE
When you have transparent access to the data and analytics that can help you understand your true financial strength — as it is now and as it could be in five, ten, thirty years — you can make smarter decisions. Are my funds performing well? Do the fees I pay represent value? Are they still suitable as part of my portfolio? Of course, the value of investments can go down as well as up, but what does that mean for the level of risk in my portfolio? Will my investments help me achieve my life goals? Y TREE can help you map and manage your financial life more meaningfully.
“Adding value from techniques used by institutional investors but overlooked by the wealth management industry can add value in excess of 3% per year,” says Johnnie Hampel. “The numbers are staggering – our customers find it hard to believe the impact Y TREE is having on their lives. Just 2% more, compounded over 20 years, can bring in more than your starting amount – whether that’s £1m, £10m or £100m. Einstein was right about the power of compound interest!”
This compounding could mean life- or world-changing levels of wealth for a new generation of investors. “We’re talking to a generation of people whose goals have changed,” says Cash. “It’s no longer about the money itself. It’s about what makes it possible for us. That could be maximizing our most valuable asset – time – or doing what we can now to create a better world for the future.”
Learn more
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https://robbreport.com/partners/y-tree-change-makers-shaking-up-money-tree-1234859036/
