🌟 Exciting News! 🌟 Andrea Solana, CFP™, Partner and Head of Advanced Planning at MASECO Private Wealth, has been shortlisted for the prestigious Citywealth Magic Circle Awards 2025 in the Wealth Professional Award category! Andrea’s incredible achievements this year include winning two major industry awards and delivering impactful presentations at leading conferences, solidifying her reputation as a thought leader in cross-border wealth management. She’s also been a champion for women in wealth, launching initiatives to empower professionals and clients alike. 📖 Read all about her journey and achievements in our latest blog post: https://lnkd.in/edVey9Yj 🗳️ Support Andrea by voting for her! Voting is open until 21st March 2025 and takes just a few minutes with a quick registration process. Cast your vote here: https://lnkd.in/eBb4pNKn Let’s celebrate Andrea’s remarkable contributions to the industry! #CitywealthAwards #WealthManagement #Leadership #TeamMASECO
MASECO Private Wealth
Financial Services
London, England 4,179 followers
Wealth management tailored to the needs and concerns of Americans in the UK.
About us
At MASECO we provide expert guidance to UK residents and foreign nationals to simplify and support their cross-border wealth management needs. Our people are from varying backgrounds: many have been working with American citizens living in the UK for fifteen years, others are foreign nationals themselves living and working in London. Therefore we have a deep understanding of US/UK issues and know what it means to immerse yourself in one of the most diverse cities in the world. Adopting a holistic approach, we can help you to achieve your financial goals through careful planning and the implementation of rational, practical and tax optimised wealth management strategies. We deliver comprehensive wealth management and investment advice to clients with relationships based on trust, open communication and integrity. Our mission is built on the desire to give peace of mind to US families through guidance on how to simplify their cross-border needs. We use our core values as our internal guidelines because we know that when combined, they provide the framework around the decision-making process. That by taking this approach it helps us to develop, our clients achieve their goals, and together provide a consistent message globally. MASECO is proud to be a Certified B Corporation, the very first wealth management firm in the UK to achieve this certification. If you don’t already know, B Corporations are companies that use the power of business to help solve social and environmental problems. There are currently over 920 B Corps from 60 industries in 29 different countries.
- Website
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http://masecoprivatewealth.com
External link for MASECO Private Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London, England
- Type
- Partnership
- Founded
- 2008
- Specialties
- Wealth Management for UK residents, Wealth Management for US expats, Social Impact Investing, Private Wealth, and BCorporation
Locations
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Primary
Get directions
The Kodak Building
11 Keeley Street
London, England WC2B 4BA, GB
Employees at MASECO Private Wealth
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Andrea Solana, CFP™
Partner and Head of Advanced Planning at MASECO Private Wealth
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George King IV
C-Suite senior wealth executive with 30+ years of global investing and wealth advisory experience.
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Tor Flonaes
Partner at MASECO Private Wealth
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James Smart
Head of Finance at MASECO Private Wealth
Updates
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💼💡 Stay ahead of the tax year! In our latest blog post, Emma James, Wealth Manager at MASECO Private Wealth, shares expert strategies for US citizens living in the UK to optimise tax efficiency before the year-end. From capital gains tax to cross-border asset allocation, discover how to manage your wealth across jurisdictions. Read the full blog here: https://lnkd.in/evQYuEeu
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MASECO Private Wealth reposted this
🌍 Green Philanthropy in Financial Advice 🌍 💬 Did you know that while 87% of clients want philanthropy advice, only 28% of advisers include it in their initial fact-finding conversations? Leaving many clients feeling like this important topic is never addressed. This gap is a missed opportunity—not just to increase the organic growth of clients but also to enhance and retain existing client relationships. At the Global Returns Project, we work with financial advisers to seamlessly integrate green philanthropy into wealth planning. ❔ Why? Because these conversations matter. Green philanthropy is a powerful, disarming way to connect with clients on values they care about while making a tangible difference for the planet. This short video features insights from industry experts—including Roy Coulson (Attivo ) and George King IV (MASECO Private Wealth)—on why advisers should lead the way in sustainability conversations. We’re proud to partner with forward-thinking advisory firms like Titan Wealth, Paradigm Norton Financial Planning, Path Financial, and many others who are leading the way in integrating green philanthropy into financial planning. This video was produced with the generous support of our partner TT International. 💡 Curious about how this works and why it matters? Watch below 👇 #Sustainability #FinancialAdvisers #Philanthropy #GreenFinance
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🌍 Securing Your Future: Strategies for Wealth Protection in Uncertain Times🌍 The end of the year is a perfect time to review your financial strategies. Today’s global landscape is volatile, making wealth preservation more critical than ever. Adaptability, proactive planning, and diversification are key. In our latest blog, Henry Findlater, Senior Wealth Manager and Partner at MASECO Private Wealth, shares essential strategies. Learn how to navigate market shifts, geopolitical risks, and economic uncertainty. Read more about safeguarding your legacy: https://lnkd.in/e5QRzPtH #WealthManagement #FinancialPlanning #GlobalStrategies #YearEndPlanning
Securing Your Future: Global Strategies for Protecting Wealth in Changing Times
https://masecoprivatewealth.com
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Josh Matthews, Co-Founder and Senior Wealth Manager of MASECO Private Wealth, recently moderated an insightful panel at the 8th Annual Private Wealth UK Autumn Forum, discussing the potential economic outlook under a Trump presidency and the implications for global markets. Explore key takeaways from the discussion on inflation, tariffs, and the future of US and global stock markets. Read the full blog post here: https://lnkd.in/ekYu6-y3
Navigating Uncertainty: Global Markets and Economic Outlook at the 8th Annual Private Wealth UK Autumn Forum
https://masecoprivatewealth.com
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🌍 Celebrating International Volunteers Day 2024 At MASECO Private Wealth, as a proud B Corporation, we believe in using business as a force for good. Giving back isn’t just about financial contributions—it’s about sharing our most valuable resource: time. That’s why we provide every member of our team with one day of volunteering leave each year, empowering them to make a direct impact in our community. This year, we’re spotlighting our incredible partnership with Providence Row, a charity doing vital work to support individuals experiencing homelessness. Together, we’ve participated in impactful initiatives, including: ✅ Conducting census surveys, helping to better understand the needs of those affected. ✅ Hands-on support during the day, contributing to Providence Row's essential services. It’s been a privilege to play a small part in their inspiring mission to create lasting change for vulnerable populations. We’re also proud to collaborate with the Time to Give Network. Through this initiative, our team of experts share their knowledge and skills with individuals and businesses. In doing so, we not only contribute to professional growth but also raise funds for important charitable causes—making a meaningful difference on multiple levels. On International Volunteers Day, we celebrate not only the power of volunteering but also the dedicated individuals and organizations working tirelessly for a better future. Together, let’s continue to build stronger, more compassionate communities. 💙 #InternationalVolunteersDay #MASECOGivesBack #Bcorp
On #InternationalVolunteerDay, we celebrate the tireless work of volunteers around the world💙 UN Secretary-General, Antonio Guterres, said it best - building a better world is a task for all of us, and volunteers are leading the way. #IVD2024
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‘In Conversation With’: Q3 Quarterly Investment Market Review & 2024 Reflection🎙️ In the latest episode of our podcast series (filmed prior to the US election result), 'In Conversation With', MASECO Private Wealth's Senior Wealth Manager, George King IV, and Chief Investment Officer, Damian Barry, provide an insightful review of the year’s investment landscape, breaking down the effects of major macroeconomic events and policy shifts on global markets. Damian and George also dived into MASECO’s investment philosophy, where they explore the balance between active and passive investing to meet long-term goals. The conversation also spanned to cover China’s recent stimulus measures and their immediate and potential long-term impact on the Chinese economy. Wrapping up, they discussed MASECO’s focused strategies in ETF selection, portfolio allocation, and sustainable investing, aiming to achieve growth while staying aligned with ethical principles. Tune in for this thought-provoking and reflective discussion filled with valuable strategies and perspectives as we enter the final months of 2024! 🌍💼 https://lnkd.in/e-3HH_9f #InvestmentPodcast #MarketReview #WealthManagement #FinancialStrategy #SustainableInvesting #GlobalEconomy
‘In Conversation With': CIO Update - Q3 Quarterly Investment Market Review & 2024 Reflection
https://www.youtube.com/
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‘In Conversation With’: Q3 Quarterly Investment Market Review & 2024 Reflection🎙️ In the latest episode of our podcast series (filmed prior to the US election result), 'In Conversation With', MASECO Private Wealth's Senior Wealth Manager, George King IV, and Chief Investment Officer, Damian Barry, provide an insightful review of the year’s investment landscape, breaking down the effects of major macroeconomic events and policy shifts on global markets. Damian and George also dived into MASECO’s investment philosophy, where they explore the balance between active and passive investing to meet long-term goals. The conversation also spanned to cover China’s recent stimulus measures and their immediate and potential long-term impact on the Chinese economy. Wrapping up, they discussed MASECO’s focused strategies in ETF selection, portfolio allocation, and sustainable investing, aiming to achieve growth while staying aligned with ethical principles. Tune in for this thought-provoking and reflective discussion filled with valuable strategies and perspectives as we enter the final months of 2024! 🌍💼 https://lnkd.in/e-3HH_9f #InvestmentPodcast #MarketReview #WealthManagement #FinancialStrategy #SustainableInvesting #GlobalEconomy
‘In Conversation With': CIO Update - Q3 Quarterly Investment Market Review & 2024 Reflection
https://www.youtube.com/
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🌍✨ Ready to make a meaningful impact? Explore key insights on strategic philanthropy with Ashling Cashmore from Charities Aid Foundation (CAF) and Lara Reichle from UCL in our latest article. Discover actionable steps to help you navigate your philanthropic journey, from defining your values to measuring impact. 🔑 Read more about how to align your giving with your values and maximise the difference you can make: https://lnkd.in/eXQXRX6i #Philanthropy #GivingBack #StrategicGiving #UCL #CAF #Impact #DonorAdvice #MakeADifference #donoradvisedfund
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