George King, CFA

Senior Wealth Manager

George is a Senior Wealth Manager at MASECO Private Wealth and a senior investment professional with 25 years of financial markets experience who advises high net worth families on their cross border financial needs. For the first decade of his career, George was doing primary investment research as a Chartered Financial Analyst (CFA), spending most of that time as an Institutional Investor-ranked analyst at Credit Suisse First Boston in New York.  Though responsible for a range of consumer industries, his notable coverage was the dynamic TMT (telecom, media and technology) sector.  The second half of his career has been focused on working with high net worth investor clients, principally with AllianceBernstein (AB) and Royal Bank of Canada (RBC).  Working in New York, Miami and London, George has experience advising a very broad range of investors around the world on investment strategy and portfolio construction, across all major asset classes and multiple currency regimes.

George has played a key role in helping to build wealth management businesses for both AB and RBC, across Florida and in London. He is a frequent speaker at industry conferences, writes for and is quoted in a range of publications, and makes regular appearances on TV and radio programs.  Passionate about the critical importance of the intersection of wealth planning and investment management, he has earned a Certificate in Financial Services – Trusts and Estate Planning from the Society of Trust & Estate Practitioners (STEP). As an American expat in the UK, George has lived through the issues on which he now advises US clients residing in the UK and elsewhere outside the US.

In his spare time…

Having moved to the UK in 2007, George insists on not being London-centric and enjoys actively exploring the rest of the country.  Although his early wine collection didn’t survive the relocation to the UK, he remains an avid explorer of vineyards around the world.  More gentleman driver than true petrol head, George enjoys driving cars on tracks more than someone who doesn’t own a car probably should.  A keen golfer, he plays just well enough to not embarrass himself or his host/guest on the course, but is unlikely to ever find the time to get as good as he is in his own imagination.  Although he feels quite at home here, George does enjoy maintaining his connections to the US through political and social groups for Americans in the UK, including the alumni network of his alma mater Brown University.