MASECO PRIVATE WEALTH

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MASECO Private Wealth Selects Third Financial to Drive Business Expansion

LONDON--(BUSINESS WIRE)--Third Financial Software, provider of wealth management technology solutions, has today announced that private wealth management firm, MASECO Private Wealth (MASECO), has selected its tercero Wealth Workstation to support its ...

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Business Wire
January 16, 2011
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MASECO Private Wealth selects Third Financial to drive business expansion

US specialist wealth management firm to use tercero to improve CRM, portfolio management and business processes Third Financial Software, provider of wealth management technology solutions, has today announced that private wealth management firm, MASECO ...

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Bobs Guide
January 16, 2011
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Maseco targets advisers with US clients

Kristopher Heck, partner of Maseco Private Wealth, said the firm, which provides tax-efficient and compliant cross-border wealth management and investment services to US expatriates, wants to work closely with advisers who might not have the expertise to ...

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FT Adviser
January 19, 2011
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The Accumulator: Josh Matthews of Maseco Private Wealth

Maseco is a niche wealth management firm, specialising in helping US taxpayers who are living in the UK. It also has a discretionary fund management arm, designed to help third-party financial advisers work with US taxpayers in a cost-effective and tax ...

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City Wire
February 23, 2014
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Why banking wives don’t do London

Josh Matthews, managing partner at Maseco Private Wealth, a London-based wealth management firm which specializes in helping U.S. citizens overseas to manage their money, points out that there are downsides to living in New Jersey, however ...

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news.efinancialcareers.com
March 5, 2014
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Specialist wealth firms seize post-FATCA opportunity

MASECO Private Wealth was set up in 2008 and acts for around 400 family households with 1,300 accounts. The average account size is $2m and MASECO has $930m in assets under management. Cormac Naughten, head of institutional at the group, said ...

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Investment Week
November 7, 2014
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Maseco Private Wealth

Registered in AZ, CA, CO, CT, HI, IA, ID, NC, NV, OR, TX, UT and WA. While Maseco Private Wealth is licensed to operate in 13 states, licenses for individual advisors may vary.

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USNews
November 2, 2013
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us institutions to expats take your retirement

Institutions that are reported to have been contacting clients who no longer live in the US and telling them they must move their retirement accounts elsewhere include Merrill Lynch ... and managing partner in Maseco Private Wealth, which looks after ...

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International Adviser
June 19, 2013
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Launch of US Professionals Association

Along with Westleton Drake and leading wealth management firm Vestra Wealth, sponsor members include specialist wealth managers MASECO Private Wealth and Satis Asset Management, while accountancy firms such as Deloitte, Buzzacott, Frank Hirth and BDO are ...

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lawyer-monthly.com
September 11, 2013
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MASECO chooses Voyant for international clients

MASECO Private Wealth (MASECO) has chosen platform intelligence provider Voyant UK to deliver financial planning strategies to its international clients. MASECO primarily specialises in implementing tax-efficient wealth management solutions to American ...

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ProfessionallAdsviser
November 3, 2010
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American in Britain Autumn 2012

Challenges Facing US Taxpayers in the UK MASECO Private Wealth Offer Advice On Wealth Management In The First Of A Series Of Four Articles H igh net worth US citizens living in the UK face a number of complex challenges when it comes to allocating and ...

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Issuu
July 27, 2015
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Most Foreign Banks Don't Want U.S. Clients; How To Find One That Does

Those trying to open an overseas bank account will get a much chillier reception. Increasingly, non-U.S. financial institutions, including those in Switzerland, Germany, and the United Kingdom, don’t want custody or management of assets owned by either ...

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Forbes
July 31, 2012
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First Women Awards 2015: Outstanding crop of female business leaders feature in shortlist

The shortlist to find the most inspiring women in spaces ranging from manufacturing to finance has been drawn up, featuring leading females at companies including Indiegogo, Dell, Monitise, Tangle Teezer and Silicon Valley Bank. The 11th outing of the ...

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Real Business
April 20, 2015
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Private Banker International Announces 2011 Winners in Prestigious Awards for Global Wealth Industry

SINGAPORE, Oct 13, 2011 - (ACN Newswire) - Private Banker International (PBI), the leading journal for the global wealth management industry, has announced the winners of the 2011 Private Banker International Global Wealth Awards held on Thursday night in ...

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ACN Newswire
October 13, 2011
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Why banking wives don’t do London

Josh Matthews, managing partner at Maseco Private Wealth, a London-based wealth management firm which specializes in helping U.S. citizens overseas to manage their money, points out that there are downsides to living in New Jersey, however ...

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news.efinancialcareers.com
March 5, 2014
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MASECO Private Wealth Selects Third Financial to Drive Business Expansion

Third Financial Software, provider of wealth management technology solutions, has today announced that private wealth management firm, MASECO Private Wealth (MASECO), has selected its tercero Wealth Workstation to support its growth, increase automation ...

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Reuters
January 17, 2011
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Private Banker International Announces 2011 Winners in Prestigious Awards for Global Wealth Industry

SINGAPORE, Oct 13, 2011 - (ACN Newswire) - Private Banker International (PBI), the leading journal for the global wealth management industry, has announced the winners of the 2011 Private Banker International Global Wealth Awards held on Thursday night in ...

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ACN Newswire
October 13, 2011
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Latest articles for Third Financial Software

Third Financial Software, a market-leading supplier of front to back portfolio management software is pleased to announce a £2.5m minority investment from CIT Growth Capital. The investment will help drive the company’s continued rapid expansion.

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Finextra
May 6, 2015
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Swiss Banks Vie for Declared American Assets Amid Probe

Bellecapital boosted its U.S. assets by 74 percent to $245 million in the nine months through 2012, Childs said. Maseco Private Wealth AG, which is based in Geneva and Zurich and has doubled its assets under management from the $214 million reported March ...

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Bloomberg
January 22, 2013
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George King joins Maseco Private Wealth

King left RBC this past summer after a five-year run having joined from Barclays Wealth in 2010. Earlier in his career he spent time at firms including Alliance Bernstein and Credit Suisse. Maseco is focused on “wealth management tailored to the needs ...

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International Adviser
December 1, 2015
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Maseco: clients review UK residency on non-dom changes

US expat specialist Maseco Private Wealth’s James Sellon says the changes to the non-dom regime have clients weighing their residency options. Sellon featured on the cover of Wealth Manager in 2010, along with co-founder Josh Matthews. At the time ...

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City Wire
October 30, 2015
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Investing advice: Short treasuries if Fed hikes, EM FX a value buy, China next for a recession?

Mark Scher, CIMA Senior Investor Advisor for MASECO Private Wealth, joined today’s Finance Show on Tip TV to speak on the Chinese economy, and offered the outlook for Emerging Market Currencies. China data: Fooling the markets? Scher expresses concern on ...

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Forex Street
October 21, 2015
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