Position

Partner

Index

HNW Wealth Managers

Location

London

Advice type

Divorces

Financial planning

Philanthropy

Investment

Relationship management

Tax, wills & trusts

Wealth planning

Wealth preservation

Client Types

Entrepreneurs

HNW

Non-domiciles

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Rory Dorman

An expert in assisting US and non-UK domiciled taxpayers to manage their global wealth, MASECO partner Rory Dorman describes himself to Spear’s as a ‘financial concierge’.

MASECO supports the cross-border wealth management needs of clients, either through advising them directly or working alongside their other trusted advisers. The aim is to deliver peace of mind through expert advice designed to simplify the complexities of cross-border wealth management.

‘We are a financial planning-led firm, committed to offering a phenomenal client experience, coupled with a cerebral, evidence-based investment philosophy that offers fantastic value for money,’ he notes.

 

Rank: Recommended

Recommended 2022, HNW Wealth Managers

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