Client login

Josh Matthews invited to be a panellist at the Private Wealth UK Forum

On Tuesday 21st March, Managing Partner Josh Matthews was invited to be a panellist at the Markets Group Private Wealth UK Forum in London, a meeting of Regional HNW Wealth Managers, Private Banks, and Family offices.

The day covered a broad range of topics, with Josh on the panel called ‘Opportunistic Approaches to Alternatives’.  He discussed the high yielding opportunities in alternative credit, and how in a low interest rate environment alternative credit is a good option for clients who can withstand some illiquidity.

If you are interested in hearing more about MASECO’s views on alternative credit, please contact your wealth manager.

A little MASECO silverware – The Team attend City Ski

This weekend saw a return of the annual City Ski Championships, which Verbier played host to for the 2nd year running.  Since MASECO’s humble beginnings back in 2008, we have doggedly fielded a team, but in keeping with our entrepreneurial spirit, it has tended to be a triumph of optimism over reality.  There have been occasional individual successes, but the team event has always alluded…  That is until the great year of 2017!  We are delighted to report a changing of the guard: Messrs Matthews, Dorman, Armitage and Capuano (aka Team MASECO) rose to the occasion, and were the fastest men on the mountain on the day, with significant support from Messrs Sellon, Findlater and Flonaes.  For full disclosure Will Armitage and Ted Capuano are technically “friends” of MASECO rather than fully signed conscripts, but definitely not “ringers” in spite of murmurings from the competition.

JP Morgan Run 2016

For the past 7 years, MASECO has participated in the annual JP Morgan Chase Corporate Challenge 5K fun run. This year 14,500 employees from 400 different companies took part in the event at Battersea Park. With temperatures rising to over 30 degrees in the hours leading up to the race, the team were anxious but excited to take on the challenge given such soaring temperatures.

Twentyone MASECO team members took part in the run held on 20 July, with one of our new interns, Dan Keeley, breaking the MASECO record with a spectacular finish time of 23 minutes 20 seconds, despite having been invited to take part just the day before! The whole team made an outstanding effort, with everyone managing to complete the race in under an hour.

The event beneficiary for 2016, Age UK received a donation on behalf of all JP Morgan Chase Corporate Challenge entrants, and the money raised will be used to provide older people with vital companionship, advice and support.

MASECO is proud to have run and to have helped raise money for such a worthy cause. We look forward to taking part again next year.

MASECO Private Wealth Interns 2016 – 2017

MASECO started hiring interns in 2011 and for this year, we hired three enthusiastic and passionate individuals, one for our IT position and two filling Client Service positions. Please read about them below:

IT Assistant: Jamie Cotter

Pulpit rockJamie is an intern from Bournemouth University studying Business Information Technology. He is currently on a placement year at MASECO and is keen to show his passion for IT and the surrounding subject. He is excited to get involved in the many technology integration projects on offer.

In his spare time…

Jamie enjoys traveling and would like to one day travel the world exploring new places and cultures. He also has a strong interest in music and attends music festivals whenever the opportunity arises.

 

 

 

Client Services/Wealth Planning Intern: Lucy Ellis 

Pulpit rockLucy is an intern from Leeds University currently studying Economics and Management. She enjoys learning about economics issues and its practical application to current affairs and she is hoping to expand her current knowledge whilst at MASECO.

In her spare time…

In her spare time she enjoys travelling and recently took part in a hitch-hike across several European countries. She also enjoys spending time socialising with friends and family.

 

 

 

Client Services/Wealth Planning Intern: Daniel Keeley

Pulpit rockDan is an intern from Loughborough University studying Economics. He enjoys learning about all aspects of financial services and hopes to transfer and apply everything he learns at MASECO throughout his career and final year of University.

 In his spare time…

Dan enjoys socialising with friends and family, attending music festivals and going on holiday whenever he gets the chance. Dan has keen interest in sport, in particular Football, he supports Arsenal and plays regularly.

 

 

 

London Fire Brigade Donation

On Saturday 12 September, Burleigh House reception (the building that houses the MASECO offices) was opened in order to accommodate the Fireman March taking place locally. Refreshments were provided to participants and donations were being received in order to raise money for firefighters and their families, in particular those that have been badly injured or have died whilst on duty.

As of some of you may know, a fire broke out recently just two doors down from Burleigh House on 6 September. Thankfully no one was injured and damage was limited due to the prompt attendance of the London Fire Brigade.

In light of this and the worthiness of the cause, MASECO has itself donated to help those firefighters and their families that have suffered and show gratitude for the invaluable and immeasurable service the firefighters provide

Clay Pigeon Shoot

On Thursday 6th November, MASECO held its second annual Clay Pigeon Shoot at Bisley Shooting Ground in Surrey. The advisors and the guests had an amazing day shooting followed by a lunch.

The team at MASECO were very impressed by a special delivery in the office this week from one of the guests, who had some photos of our MASECO advisors put onto some marshmallows! A great gift!

MASECO participates in the JP Morgan Corporate Challenge

For the past 5 years, MASECO has participated in the annual JP Morgan Chase Challenge run. 29,478 people from 733  companies across London participated in the event this year, the proceeds of which are donated to the charity, Water Aid, which helps provide millions of people to access safe water, improved sanitation and hygiene education in some of the world’s poorest nations. As many of our clients already know, MASECO only uses One Water in our meeting rooms who donate all profits to water projects in Africa.

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.

Moving on up

Over the five and a bit years MASECO has been established, our growth has surprised even the most optimistic amongst us. The business has grown thanks to the loyalty of our clients and the close contacts we enjoy with the intermediary network in our US and UK niche.

Working at MASECO – Part 1: The Investment Strategy

Getting rational and staying rational

When I was asked to write my first blog for MASECO, I considered all the topics central to the company. I started by reading through previous blogs, but realized quickly that those topics have already been well covered. Instead, I decided to write an ‘open diary’ about my experiences here to date, to hopefully provide some useful insight into MASECO.

In this first blog, I’d like to share my experience of adapting from a traditional asset management approach, to MASECO’s evidence-based approach.