Dealing with financial issues, paperwork and planning with forethought can naturally fall by the wayside, which is why it’s important to build a strong team of trusted advisors who can help to lighten the burden.

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.

A key principle for successful investing is devising a strategic asset allocation in line with your investment goals and objectives. A strategic asset allocation refers to the target weightings for different asset classes within a portfolio, such as equities, fixed income, real estate, alternatives, etc.

MASECO is proud to announce that it has been awarded gold in the Financial Planning Firm of the Year – Boutique category at the Magic Circle Awards on 17th May 2023.

Within the latest edition of the American in Britain magazine, Andrea Solana, Partner and Head of Advanced Planning, looks at some changes that may affect retirement age expats.

This article looks at the remarkable - but not unusual - dispersion of returns across the US stock market year-to-date 2023. It links this to Bessembinder's research that suggests that only a very small percentage (4%) of firms deliver all of the market's long-term return.