Company
Index
HNW Wealth Managers
Location
London
Advice type
Estate planning
Portfolio management
Tax planning
Wealth planning
Wealth management
Wealth structuring
Client type
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
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