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Helge Kostka joins MASECO Private Wealth

MASECO Private Wealth has expanded its investment team to strengthen its strategic position in the application of smart beta factor investing for private client portfolios. Helge Kostka has joined MASECO and is responsible for directing the firm’s investment policy and strategy, as well as managing all aspects of MASECO’s $1bn+ global asset portfolios. Helge also leads the Research Team that works closely with the academic community to identify relevant applications for MASECO’s discretionary portfolios.

Prior to joining MASECO, Helge helped to establish and grow the presence of Research Affiliates in Europe. The firm is a recognized global leader in smart beta and asset allocation, with approximately $160 billion in assets managed worldwide using investment strategies developed by their research teams.

The American – 5 Year Expat

You’ve been in the UK for 5 years –here are the key financial considerations you should begin thinking about

As an American living in the UK, almost nothing related to your financial affairs is easy. The consequences of seemingly simple decisions – such as how to pay for a new home or purchase a mutual fund – may create unnecessary tax charges and complexities. There are a number of key milestones that occur, from the time you arrive in the UK to the time you potentially approach and eventually reach retirement. Many of these changes will impact the appropriate wealth management strategies for American expats.

Understanding how rules will change for you over time will allow you to plan ahead and make prudent financial decisions. In this edition we will address some of the important financial considerations that a US person should be aware of once they are tax resident in the UK for more than 7 out of the last 9 years.

Upon arriving in the UK, most Americans are non-domicile for income tax purposes. Usually you can elect to pay tax on the remittance basis so that UK tax is only paid on foreign income or gains when they are brought into the UK.

Click here to see the article written by Andrea Solana.

The Voice of Americans Oversees – ACA Finance Panel

On December the 2nd, American Citizens Abroad held a Town Hall meeting in London with an expert panel made up of Brad Westerfield of Butner Snow, Daniel Hyde of Westleton Drake, and our very own James Sellon, Managing Partner of MASECO Private Wealth, who answered questions on expat finance.

The evening was a success, and the December issue of ‘The American’ features some of the questions asked at the panel, with the answers given by the panel.

To read the December issue, please click here

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Citywealth Magazine

James Sellon, Managing Partner at MASECO, was featured in the September 2014 edition of the Citywealth magazine. The article, ‘The American [bad] dream’ written by Claire Coe Smith, discusses how US clients are looking to restructure their wealth in the wake of recent regulatory overhaul.

James comments on the difficulties for American residents looking to invest outbound, and how Americans living overseas are effectively shut off from external markets largely due to tax and regulatory requirements.

Henry Findlater for the International Adviser

Evidence based investing

In the September issue of International Adviser, Henry Findlater writes about the joined-up ethical and sustainable business strategy adopted by MASECO Private Wealth. The piece discusses the relationship between the way MASECO is run as a B Corporation and the link with the client facing investment proposition. The article investigates the challenges of setting parameters for an ethical approach in-house as well as for client portfolios, it also explores the type of client for whom a sustainable investment approach is suitable. The item concludes with 5 key points for an ethically driven business in the wealth management space.

Click here for the full article written by Henry, and click here for the full issue.

The Wealth Net – “London-based US expat wealth manager to double headcount”

The WealthNet have just published an interview with James Sellon, Managing Partner of MASECO Private Wealth, about our recent office move, titled “London-based US expat wealth manager to double headcount”. Here’s an excerpt from the article:

MASECO Private Wealth, which specialises in designing tax efficient investing for US expats, plans to double in size as part of an ambitious five year plan, according to founding partner James Sellon.