Rory Dorman

Spear’s Review

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 requirements of clients with multi-jurisdictional interests, either by 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 notes.

He emphasises MASECO’s calm approach to market volatility in recent years: ‘We tend to be more strategic than tactical; we don’t look to react aggressively or immediately to large global macro events. As an adviser, these are the times where we really earn our stripes.’