26th May 2023
MASECO 'In Conversation With' - A Q1 Market Overview and Discussion
Kicking off our new MASECO 'In Conversation With' series, (as part one of two of this episode)…
11th May 2023
Just a few stocks drive market returns
This article looks at the remarkable - but not unusual - dispersion of returns across the US stock…
10th May 2023
Don’t just take our word for it!
Within this article, we share five iconic lines from investment mavens of past and present, which…
02nd May 2023
Patience Pays Off
Focusing on Long-Term Drivers of Returns Can Deliver Strong Performance
28th Mar 2023
A Turning of the Tide
Within the latest edition of the American in Britain magazine, Patrick Bowen, Wealth Manager,…
14th Feb 2023
Missing the best days in the market
Most investors – at some time – will be either tempted to time when to be in or out of equity…
Whitepapers
Do you own PFIC investments?
Passive Foreign Investment Companies (PFICs) form part of the 1986 IRS tax reforms that closed loopholes being used to protect offshore investments from taxation. The 1986 tax reforms not only…
Investing in US Mutual Funds can damage your wealth
US investors have pretty much engaged in a love affair with mutual funds, closed-end funds, money market funds, and exchange-traded funds (ETFs). All these investment vehicles provide access to a…
Planning for a Property Purchase as a US person in the UK
As with other financial decisions, Americans often have additional areas of consideration when purchasing a property in the UK. Within this whitepaper, we discuss these areas in greater detail.…