The Best of All Worlds™ three-step program has been built to deliver a best-in-class wealth management experience – helping you invest in what really matters. Your values, ambitions and aspirations.
Bringing first-hand expertise and real understanding, we work intensively with you to capture a complete picture of your family’s financial life to accurately align your personal and financial priorities.
Our What Matters modular approach helps you unearth what makes you and your family members truly happy. No two people are alike and every one of us places a different ‘value’ on the various aspects of life.
We believe investing in decades, not days is the best way to support your life ambitions. A journey that begins with garnering a detailed LifeMap™ – our key to understanding where you are today and where you can be in the future.
Utilising our suite of MASECO diagnostic tools, your Wealth Team will create and proactively monitor your BestLifePlan™. Ensuring our strategies and advice are forensically aligned with your wealth and life goals at all times.
We employ a scientific and academically driven approach to your portfolio construction. Bringing together decades of economic research and behavioural finance theory helps us understand the sources of investment returns and drives asset allocation and security selection decisions.
We prioritise tax efficiency and cost-effectiveness and through focusing on long-term wealth preservation and growth, we aim to deliver consistent, superior outcomes while aligning with your financial goals and values.
At MASECO, we excel at controlling complex situations. This is why MASECO has global custody relationships to fit each unique client circumstance. Whether you are seeking the safeguarding of UK assets, such as SIPPs, ISAs or Offshore Bonds or searching for a platform for your US assets, like Trusts, 529s, IRAs or UTMAs, MASECO has the right partner for custodial oversight. In an ever more complex financial landscape, embrace the opportunity to hold multi-currency assets in different jurisdictions with one adviser and a suitable platform partner to safeguard your wealth.
Additionally, we have the ability to oversee complex ownership structures, with multiple domestic and global investment managers, while providing an overall view of our client’s holdings. You will benefit from consolidated reporting, transparency and administrative efficiency, allowing you to make the most of today, safe in the knowledge that your family’s future is in good hands.
We’re focused not only on the basic fundamentals of your financial future, but the building blocks for your family’s overall well-being. Others talk about comprehensive service, but we embody it. In practice, that means for every element of your life that involves wealth, we’ll have an insight.
If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.
