Working with financial intermediaries.
MASECO was originally set up to work with US citizens in need of wealth planning and investment services on both sides of the Atlantic. Today we also support the needs of institutions, financial advisers, trusts and foundations based in the UK. Regulated by the FCA and the SEC, we are committed to delivering tax efficient and market leading US discretionary investment portfolios.
We provide a range of wealth management services customised to the diverse needs of globally minded investors: foundations, trusts and American private clients living in the US, UK, Europe and overseas.
Our wealth advisers draw on many years’ experience in private banking and asset management. They are well versed in the complexities of different jurisdictions, tax structures, currencies and investment styles.
If you don’t have the regulatory authorisations or specialist expertise to manage investments in-house for US clients, we are happy to discuss how we can support you. We can adopt a formal business relationship and be quite flexible in our approach.