The Asset Liability Optimization Process

Y TREE was founded in 2017 to give its clients insight and advice about money and life. They call this Financial Life Intelligence. At the heart of this idea sits a vision of a world where wealth is defined by how you live, not what you have. Y TREE unlocks value for its clients that goes beyond the financial. In doing so, it helps them to live more meaningful and fulfilling lives.

That’s the pitch, but what does it mean in practice?

In this episode, Kamal Ahmed finds out. To do so, and to lift the lid on Y TREE’s work, he is joined by Y TREE co-founders Stuart Cash and Johnnie Hampel, Head of Financial Life Strategy Eliana Sydes, Head of Client Advice Will Hooton and Head of Investment Solutions Marc Meshaka.

The Futureverse is brought to you by Intelligence Squared in partnership with Y TREE. The past is in your head. The future is in your hands. For more information visit y-tree.com/futureverse 

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