We are committed to the development of our profession and regularly contribute to industry forums and discussions in a number of key areas that we feel passionate about and can readily take the lead on.
See our list of our Investment Letters and Whitepapers below. If you would like to be notified and receive our publications as they are released please subscribe.
The MASECO US Wealth Planning whitepapers cover a range of issues faced by American taxpayers living at home or abroad. Find out more about our latest whitepaper or subscribe to receive similar bulletins on a regular basis.
The MASECO UK Wealth Planning whitepapers cover a range of topics of interest to investors living in the UK, from individuals to families, seeking to manage or protect their wealth. Find out more about our latest whitepaper or subscribe to receive similar bulletins on a regular basis.
The asset classes discussed here are designed for Sophisticated and Certified High Net-worth investors only and will not be suitable for all investors
Over the coming years we envisage that investing in alternative credit and direct lending will become a new asset class for investors. As a result of the low rate environment and the sanguine risk/return trade off available within traditional fixed income, investors are looking to capture the 'illiquidity' risk premium and 'inefficient' premium available in this space.
To help clients understand the risks and opportunities that present themselves we have developed a Prima Series that covers the major sub asset classes in this space. In addition you can subscribe to receive similar bulletins on a regular basis.
The MASECO Sustainable and Impact Investing resources introduce the concept of values based investing, where you have the opportunity to invest in a manner that is consistent with your specific beliefs and principles. Find out more about our latest paper or subscribe to receive similar bulletins on a regular basis.
Our monthly Tortoise and the Hare Investment Letters since 2008.