Take control of your investments with Y Invest
About our company
Y Invest exists to empower individuals with the knowledge, tools, and support to take control of their financial future.
Y Invest was launched on the observation that traditional Investment Management firms regularly fall short in a number of key aspects. Often, a combination of high (and opaque) fees, complex jargon, outdated technology platforms, and unclear reporting, leaves individuals feeling disconnected from their own wealth.
After spending 13 years working at various Investment Management firms in London, I decided there was a need for an alternative. Instead of managing individuals’ wealth on a ‘discretionary’ or ‘advisory’ basis, at Y Invest, we seek to empower individuals by helping them firstly to understand their existing finances and secondly, by giving them the tools to manage their own investments, should they wish to do so.
Y Invest is built on the belief that everyone deserves the confidence to manage their own investments in the knowledge they are making decisions from a well-informed position. We’re here to simplify the process, offering clear and transparent guidance.
Nick Rusbridge, CFA Director
How it works
Independent investment guidance that puts you in control
At Y Invest we do not take control of your money and we do not charge a percentage of your assets every year. Instead, we give you the tools and, should you wish, the ongoing support to manage your own investments confidently and cost-effectively.
Who this works best for
Those with a willingness to manage their own investments but perhaps lack confidence or understanding
Those who are uncomfortable with the level of service, fees or performance associated with their existing arrangements
Those who manage their own portfolio but could benefit from a more robust way of analysing and selecting investments
Those who wish to understand and manage their own investments rather than handing the management over to a professional
We typically help with, but are not limited to, the following
Providing individuals with foundational knowledge concerning a range of asset classes and how to appraise both their existing investments, as well as the various types of investment vehicles that might be available to them
Platform selection and set up
Principles of portfolio construction, security analysis and ongoing portfolio management
Whilst everyone is different, the way we typically help looks like this:
1. Introductory call (20–30 minutes – completely free)
We arrange a short call or video meeting so you can explain your current situation and any challenges you are facing. We’ll give you an honest view on whether and how we can help.
2. We agree the exact scope and a transparent fixed fee upfront
Once we both decide to move forward, we will send you a short engagement letter that clearly sets out:
Scope of work to be done
The fixed fee or project fee (no surprises, no percentage of assets)
3. Implementation support & optional ongoing partnership
Typically, clients then go on to implement the plan themselves using a third-party platform. Should you wish, we can provide ongoing support by way of:
Continuous email communication
Ad-hoc video calls
What we don’t do
Importantly, we do not give personalised investment advice or recommendations. Our goal is to help individuals take ownership of their own investment journey.
Ready to talk?
Contact us
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