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.
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Verified contacts
133
available on Kipplo
LinkedIn employees
134
51 to 200 range
Open roles
—
no listings
Distinct roles
65
indexed titles
Tech stack
3
tools in use
Monthly traffic
175
organic / mo
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Decision-makers and verified team members
133 contacts with verified email or phone · masked until revealed.
- SK
Soha Kulkarni
Analyst · Finance & Accounting
EmailPhone - AB
Arvinder Bhamra
Senior Client Service Executive (Branch Manager) · Customer/Client Service
EmailPhone - CS
Charisse Shaw
Operations Executive · Operations
EmailPhone - DK
Dan Keeley
Wealth Manager · Finance & Accounting
EmailPhone - HP
Hannah Pulleyn
Senior Wealth Planner · Finance & Accounting
EmailPhone - KM
Kyle McClellan
Wealth Manager · Finance & Accounting
EmailPhone - RB
Roman Bako
Operations Executive · Operations
EmailPhone - DP
Dylan Paikin
Software Developer · Information Technology
EmailPhone - ES
Emilie Sotty
Wealth Executive · Finance & Accounting
EmailPhone
Showing 9 of 133 verified contacts
Top roles at Maseco Private Wealth
65 distinct titles indexed · top 10 shown.
- 8senior wealth associate
- 8wealth associate
- 7client services associate
- 7wealth manager
- 6senior wealth planner
- 6wealth executive
- 5senior wealth executive
- 3operations executive
- 3partner
- 3senior wealth manager
- +55more titles
Sign up to unlock all 133 contacts at Maseco Private Wealth
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