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 ...
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