Index

HNW Wealth Managers

Location

London

Advice type

Estate planning

Portfolio management

Tax planning

Wealth planning

Wealth management

Wealth structuring

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United States

Rose Masaka

Spear’s Review

‘We don’t chase the highs,’ says London & Capital’s Rose Masaka of the firm’s delicate approach to growing client portfolios. ‘Ensuring the wealth is preserved, that’s the main goal … [And] trying to navigate a world where there’s so much uncertainty and volatility, but also trying to deliver a high-quality service.’ 

Masaka, who joined the firm in 2018 and now serves as head of US portfolio management, specialises in working with clients that are ‘US connected in some way’, for whom she takes ‘a complete view of all assets across all jurisdictions’. She assists with estate planning, gifting, and setting up trusts and investment vehicles, all while keeping abreast of the ever-shifting taxation environment globally. 

After studying history and politics, Masaka worked for Ipes Private Equity Funds Services while qualifying as an investment manager.

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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