Maseco clients to gain new planning services

Clients of Maseco Private Wealth are set to gain from a new partnership with financial intelligence platform provider Voyant UK, allowing them to access more sophisticated planning information

Maseco, the private wealth manager which caters to American and international individuals and families, has chosen Voyant to deliver its front end financial planning strategies for clients.

Voyant’s services will allow Maseco to visually depict the impact of particular product choices on investors’ long term plans.

Through use of the software, individuals will be able to plan ahead for unforeseen scenarios, and better manage their liquidity and tax liabilities.

Maseco Partner James Sellon, formerly a banker at Citigroup, said the new facility will allow the firm to gain client trust by demonstrating alternatives.

Close Window
View the Magazine

I also agree to receive editorial emails from InvestmentEurope
I also agree to receive event communications for InvestmentEurope
I also agree to receive other communications emails from InvestmentEurope
I agree to the terms of service *

You need to fill all required fields!