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Committed to US clients.

As my job as Head of MASECO Institutional involves working with financial advisers, wealth managers, private banks and Trust companies I have been in the right place to observe a growing phenomenon which has caused a great deal of inconvenience and concern to US taxpayers in the UK – that is the trend amongst financial service providers, banks and investment managers to close accounts for US taxpayers and to ask them to take their business elsewhere.

How You Really Make Decisions

A few weeks ago BBC Two repeated a Horizon documentary from earlier in the year called “How You Really Make Decisions” which draws on the work of Professor Daniel Kahneman, an American psychologist. Whilst at first glance this may not seem to be an obvious subject for a wealth management Blog, Kahneman is a leading expert in behavioural economics who won the 2002 Nobel Prize in Economics for his work. He came to the attention of a

Dollar Cost Averaging

For many investors dollar cost averaging has traditionally been the basis on which they invest. For example, this is how pension investment largely works. Rather than investing in one lump sum the investor invests smaller, regular amounts from their paycheque over a longer period of time. The idea is that by buying securities at predetermined intervals and in set amounts that this will reduce the risk of exposure to significant market declines. That is the theory and for many of us it intuitively feels right but does it actually work in practice?

Crown Dependencies sign FATCA agreement with USA

Many US tax payers may not have noticed in the run-up to the festive season that the Foreign Account Tax Compliance Act (FATCA) net continued to tighten. The three Crown dependencies – Guernsey, Jersey and the Isle of Man – all signed Model 1 intergovernmental agreements with the US government in mid-December at the US embassy in London. FATCA was explicitly designed to combat offshore tax evasion by US tax payers and to recoup

MASECO targets US clients in the UK with two senior-level appointments

MASECO Private Wealth, the London-based wealth manager that advises US nationals living in the UK, is delighted to announce the appointment of Maria Chapman as Head of Business Development. Before joining MASECO, Maria was Head of Private Banking Relationships with currency management firm The ECU Group plc (“ECU”), for 13 years and was responsible for developing and maintaining the company’s currency lending and asset management