Intermediaries

Are you a financial adviser with US clients?

MASECO provides a range of wealth management services customised to the diverse needs of your US clients. We work alongside you to support the needs of our mutual clients, leverage the depth of our experience, and therefore, exceptional service to the client. Our Discretionary Investment Management offering is designed to ensure that client assets are managed in a regulatory compliant and tax efficient manner. Our investment approach stems from a philosophy of utilising leading academic research combined with empirical evidence to create portfolios that are robust and risk controlled. However, given the bespoke nature of client situations, we do tailor portfolios to suit clients’ needs. If you do not have the authorisation or specialist expertise to manage investments for US clients, we can support you.
We work alongside you to support the needs of our mutual clients, leverage the depth of our experience therefore enabling you to provide our mutual client with an exceptional service.

Assets under management

Awards won

people

US/UK thought leaders

Our investment approach stems from a philosophy of utilising leading academic research combined with empirical evidence to create portfolios that are robust and risk controlled. However, given the bespoke nature of client situations, we do tailor portfolios to suit clients’ needs.
If you do not have the authorisation or specialist expertise to manage investments for US clients, we can support you.

Investment Management

We believe investment decisions should be guided by academic research and evidence.
Our investment philosophy is effective and grounded in rigor.

Why choose MASECO?

Registered with the US SEC

Pre-immigration financial planning

Multi-currency management of US and UK pensions

US and bespoke local jurisdiction tax reports available

A solution for taxable accounts, US and UK pensions, trusts, and corporate accounts

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