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Company

MASECO Private Wealth

Index

Wealth Managers

Location

London, United Kingdom

Advice type

Wealth preservation

Wealth planning

Financial planning

Tax, wills & trusts

Relationship management

Client types

Non-domiciles

UHNW

HNW

Geographical focus

United Kingdom

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Andrea Solana

Description

Beginning her career with a US-based tax and global wealth management firm, working directly with US expatriate individuals and foreign nationals living in the US appealed to Solana’s love of global travel and connecting with clients about their experiences.

Over the years, Solana gained considerable experience advising HNWs with multi-jurisdictional financial interests on how to design and implement strategies for tax-efficient and risk-managed asset growth. Following a secondment in London, she took her professional career to the UK in 2013 after seeing an opportunity in the wave of regulatory change impacting US-connected individuals with cross-border financial interests.

At MASECO Private Wealth, she heads up wealth planning, enhancing the delivery of high-quality wealth planning advice to MASECO’s HNW and UHNW clients and ensuring that all client-facing staff are trained on up-to-date regulatory and legislative issues facing US families living in the UK. Being a dual US- and UK-regulated firm, MASECO has the ability to manage and advise on assets that sit on both sides of the Atlantic, providing clients with more flexibility as life inevitably evolves – all while maintaining tax efficiency in their structuring in both jurisdictions.

Solana’s international tax and wealth management background allows her to help clients with a foot in multiple jurisdictions to bridge discussions with their wealth manager, tax adviser and solicitor.

She regularly writes articles in various expatriate magazines, and has written numerous whitepapers regarding fundamental financial planning and investment strategies for US-connected individuals, and has previously been a speaker at both the World Bank and IMF.

Solana is also an avid supporter of promoting women in financial services and other industries. She has contributed to a number of professional forums and is a founding steering committee member for the Imperial Women’s Network (IWN), a platform set up for Imperial College alumni to advance women’s leadership in business and promote success across generations.

The work that she has done professionally and personally saw her recognised in 2018 for multiple achievements. Professional Advisers awarded Solana in the inaugural women in financial advice awards, winning the category ‘Woman of the Year – in-house adviser support’, while the Dean of Imperial Business School awarded her with the Dean’s Community Award for Alumni, for an outstanding contribution to the business school community.

Rank: Recommended

Recommended 2021, HNW Wealth Managers

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