FAQs

MASECO is a wealth management firm and does not provide tax advice to its clients. However, we work with several specialist tax advisers who can assist our clients with their tax affairs. If you require tax advice, please contact us and we will be happy to put you in touch with one of our recommended providers.

MASECO is regulated by the Securities Exchange commission (SEC) as well as the Financial Conduct Authority. This means we can advise you whether you choose to reside in the US or in the UK. Additionally, our investments are tax efficient in the US and the UK, offering you the flexibility to spend time on both sides of the Atlantic without any tax concerns regarding your investments.

Please note that the tax treatment depends on the individual circumstances of each individual and may be subject to change in the future. MASECO Private Wealth is not a tax specialist.

If you transition to MASECO, your existing portfolio will be managed in accordance with our investment philosophy and process. This means that your investments will be monitored and managed on an ongoing basis in line with your agreed risk appetite, objectives, and tax status. Where necessary, we may make changes to your portfolio to align it with our investment views, or as your circumstances change. However, we will always communicate any proposed changes with you in advance, so you stay informed.

All investments involve risk and may lose value. The value of your investment can go down depending upon market conditions and you may not get back the original amount invested. Your capital is always at risk. Fluctuation in currency exchange rates may cause the value of an investment and/or a portfolio to go up or down. Please note that the tax treatment depends on the individual circumstances of each individual and may be subject to change in the future.

If you are interested in our Private Wealth service, there is an investment minimum of $1m. We work with clients with a wide range of investment goals and budgets; contact us today to learn more about how we can help you achieve your financial goals.

We believe that investment decisions should be guided by the wealth of academic and empirical evidence available to us. It is this disciplined focus that provides the central investment principle of MASECO.

We focus on investment exposures, discipline and cost, rather than the capability of star managers or the short-term performance of investment strategies. This philosophy helps to provide clear guidelines and informs our Building Block approach to portfolio construction.

To us there is no difference! We believe Wealth Management = Investment Management + Financial Planning + Relationship Management.

At MASECO Financial Planning is a core part of the Wealth Management Service. Our clients benefit from practical experience in creating wealth structures and strategies for US and global families

Our fees are tiered based on the amount of assets under management (AUM), so the more you invest with us, the lower your percentage fee rate. The fees are charged quarterly and in advance based on the AUM at the end of the previous quarter.

If you have any questions about our fees, please do not hesitate to get in touch. We would be more than happy to discuss this with you.

Our clients are based all over the world. We have a strong presence in the UK, US, Europe and Asia, and are continuing to expand our reach. Our clients come from a variety of backgrounds and have different investment and planning needs, but they all share one thing in common – they want to preserve and grow their wealth.

MASECO provides tailor-made investment solutions to help our clients achieve their financial goals wherever they reside. We work with each client individually to understand their unique circumstances and create a bespoke investment plan that meets their specific needs. Our team of experienced professionals is dedicated to providing the highest level of service and expertise.

All investments involve risk and may lose value. The value of your investment can go down depending upon market conditions and you may not get back the original amount invested. Your capital is always at risk. Fluctuation in currency exchange rates may cause the value of an investment and/or a portfolio to go up or down.

When you join MASECO, you will be working with a specific team of experienced and qualified professionals who provide you with quality service. We believe that our team members are our most valuable asset; we are committed to providing them with the resources and support they need to deliver a meaningful client experience.

MASECO are experts in investing and planning for High and Ultra High Net Worth US and global citizens. MASECO offers clients access to a dedicated team of wealth managers that will guide them through their financial planning life during relocation and will ensure they establish a successful financial future in the UK.

MASECO’s specialist knowledge can help to simplify complex tax affairs and structure tax efficient investments tailored to your individual circumstances.

MASECO’s investment and planning service creates strategies for US citizens in the UK targeting long-term growth or capital preservation within their portfolios whilst ensuring their money is invested in line with their goals and objectives on both sides of the Atlantic.

If you are moving from the US to the UK, MASECO will be your trusted partner, guiding you towards financial stability during this exciting time!

MASECO is a wealth management firm and does not provide tax advice to its clients. However, we work with several specialist tax advisers who can assist our clients with their tax affairs. Please note that the tax treatment depends on the individual circumstances of each individual and may be subject to change in the future. MASECO Private Wealth is not a tax specialist.