Rory Dorman

Spear’s Review

An expert in assisting US and non-UK domiciled taxpayers to manage their global wealth, MASECO partner Rory Dorman described 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,’ Dorman said.