Y TREE, 2 Stephen Street, London (2026)

Combining data, technology and experience, we provide insight across all aspects of our clients' financial profiles. The value of investments as well as the income derived from them can go down as well as up and investors may get back less than the original amount invested. Y TREE Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 967369). Y TREE Limited

is also regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 as a Registered Account Information Service Provider (Firm Reference Number 815261). Company registered in England and Wales under company number 10186799. Registered office: Acre House, 11/15 William Road, London, NW1 3ER, United Kingdom.

09/06/2023

🎙 We are introducing a new theme in the : risk. And we begin with a house favourite: financial risk.

🔗 Listen to the full episode and subscribe to the Futureverse podcast: https://lnkd.in/eH5qy2T4

What is it? Why is it important to set a financial risk level? And what should it be? These are questions some spend their lives avoiding, hoping to give any kind of financial risk as wide a berth as possible. But, in investing, risk is crucial.

📈 In this first episode in our series, Nic Humphries, Senior Partner and Executive Chairman at Hg, Europe’s largest investor in software and services, helps us unpack these questions and more with Y TREE’s Co-founder and Head of Client Relationships, Johnnie Hampel, and Head of Brand and Marketing, Harriet Johnston.

10/05/2023

🎙 In the UK, more than a third of us struggle to talk to anyone about , with one in 10 not even willing to discuss finances with their partner. Yet, opening up conversations about money, learning the tools and techniques for making these conversations productive and understanding the pressure points around an individual’s financial situation can be totally life-changing.

💸 In this episode of the podcast with Intelligence Squared, Y TREE’s Co-founder and CEO, Stuart Cash, and Head of Brand and Marketing, Harriet Johnston, are joined by psychologist and the author of 'Affluenza', Oliver James, and The Family Wealth Mentor, Diana Chambers, who helps her clients manage their wealth in emotionally intelligent ways to unpick, and shine a light on some of the thorniest but so often undiscussed topics surrounding money.

🔗 Listen to the full episode and subscribe wherever you get your podcasts: https://pod.link/1612858083/episode/db3eec6a8fdb6d17a1dc3e4f6a8ab8d4

16/01/2023

🎙 How much, if any, of their wealth should a parent leave to their child?

Some of the richest people in the world have decided against bequeathing their fortunes to their children; from Bill Gates and Warren Buffet, to Daniel Craig and Michael Sheen. The proponents of this view offer many arguments, including the idea that inheriting huge can detrimentally impact children, distorting anything they might do with their life. They also argue that the wealthy are morally obliged to give most, or all, of their wealth away to effective causes – children, or no children.

Nonetheless, historically, the vast majority of parents have decided to hand down their wealth to their children, believing it will help rather than harm them.

🆕 Our latest theme in the series, ‘Redefining Legacy’, kicks off with a new podcast episode in partnership with Intelligence Squared.

In it, journalist Kamal Ahmed is joined by utilitarian philosopher Professor Peter Singer, journalist and author Adrian Wooldridge and Patriotic Millionaires UK member Julia Davies to debate the motion: ‘The kindest thing a parent can do for their child is to leave them nothing.’

🔗 Listen in full here: https://lnkd.in/ecjrC5hX

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http://y-tree.com/

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