28th Jul 2023 by Josh Matthews, HBA

Recently, Josh Matthews, Co-Founder and Managing Partner, had a series of lengthy discussions with a very intelligent client who is successful in the private equity world.

14th Jul 2023 by Ben Lightfoot

Within the latest edition of the American in Britain magazine, Ben Lightfoot, Wealth Manager at MASECO, discusses the various factors to consider when deciding whether to keep or sell your company stock, as well as some strategies for diversifying your investments.

21st Jun 2023 by Josh Matthews, HBA

A few weeks ago, Josh Matthews, Co-Founder and Managing Partner, attended the DFA (Dimensional Fund Advisor) CEO Conference in Kennebunkport, Maine and spent a few days interacting with CEOs from other wealth management firms, as well as the team at DFA.

26th May 2023 by Damian Barry, CFA

Kicking off our new MASECO 'In Conversation With' series, (as part one of two of this episode) George King, Senior Wealth Manager and Damian Barry, Chief Investment Officer, explore what has been happening recently in markets, reflecting on some of the thoughts and questions we regularly get asked by MASECO clients.

04th Jul 2022 by Josh Matthews, HBA

Josh Matthews, Co-Founder and Managing Partner, recently had the opportunity to meet with legendary investor and New York Times bestselling author Howard Marks, who was in London for an Oaktree investor conference.

09th May 2022 by Edward Howison

Within this article Edward Howison, Partner and Senior Wealth Manager, discusses how a disciplined investment strategy can help to allay anxieties or concerns during bouts of market volatility.