MASECO chooses Voyant for international clients

clock

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 citizens living in the UK. As part of the link-up, it will use elements of Voyant's UK and US software to identify client needs. "Americans living in the UK have highly specific investment requirements due to their exposure to dual taxation," says Voyant UK COO Bob Freeman. "By combining the advisory expertise of MASECO with the sophisticated and interactive technology of Voyant, the result is a really powerful solution for the international community." US residents living in this ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Technology is driving a financial planning revolution

Technology is driving a financial planning revolution

'Don't underestimate what can be achieved in the next decade'

Ben Goss
clock 21 March 2024 • 4 min read
Second wave of AI investment calls for more diversification

Second wave of AI investment calls for more diversification

Investors urged to think outside the box and away from technology

Hope Coumbe
clock 20 March 2024 • 2 min read
True Potential CEO on building technology for the client

True Potential CEO on building technology for the client

‘We say to clients that this is going to be tech-led proposition’

Isabel Baxter
clock 19 March 2024 • 1 min read