MASECO Private Wealth

MASECO Private Wealth

Financial Services Street, Somerset, United Kingdom 134 employees
Employees
134
Contacts
1
Emails
1

MASECO Private Wealth Overview

Headquarters
Street, Somerset, United Kingdom
Website
masecopw.com
Industry
Financial Services
Employees
134
Founded
2008
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About MASECO Private Wealth

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.

MASECO Private Wealth Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

MASECO Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Tor Flonaes Partner at Maseco Private Wealth
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James Smart Head of Finance at Maseco Private Wealth
Email
George King Iv C-suite Senior Wealth Executive with 30+ Years of Global Investing and Wealth Advisory Experience.
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Employees by Management Level

Individual contributor 14 profiles
Manager 6 profiles
Associate / junior 4 profiles
Executive 2 profiles
Senior / Lead 2 profiles
VP / Head 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 5 4 1
Executive 4 4 1
Finance 2 2 0
Sales 2 2 0
IT 1 1 0
HR 1 1 0

MASECO Private Wealth Tech Stack

Engineering 2 profiles
Data / AI 1 profile

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