George King, Senior Wealth Manager, and Damian Barry, Chief Investment Officer, discuss some of the changes that clients will be seeing in their portfolios following MASECO's recent 'rebalancing period', where all client portfolios are reviewed.

During this process, market movements and changes in valuation are incorporated into client portfolios, as well as changes in market conditions and any views or tweaks by our investment team, such as bond exposure for clients and other specific funds, all of which are incorporated in a tax efficient manner.

Please read this page before proceeding – The Legal Stuff:

Information accessed on our website is subject to our Terms & Conditions.

• Nothing in the podcast constitutes investment, tax, or any other type of advice and should not be construed as such. 
• The information in this video is not intended to be relied upon as a forecast or research. The podcast is provided for information purposes only.
• Although the information is based on data which MASECO considers reliable, MASECO gives no assurance or guarantee that the information is accurate, current, or complete and it should not be relied upon as such.
• This podcast does not constitute a recommendation, offer or solicitation to buy or sell any products or to adopt an investment strategy.
• All investments involve risk and may lose value. The value of investments can go down depending on market conditions and you may not get back the original amount invested. Your capital is always at risk. Fluctuation in currency exchange rates may cause the value of an investment to go up or down. 
• Past performance is not a reliable indicator of future results.

 MASECO LLP (trading as MASECO Private Wealth and MASECO Institutional) is established as a limited liability partnership under the laws of England and Wales (Companies House No. OC337650) and has its registered office at The KODAK Building | 11 Keeley Street | London | WC2B 4BA.  The individual partners are Mr J E Matthews, Mr J R D Sellon, Mr A Benson, Mr D R B Dorman, Mr H Q A Findlater, Mr T Flonaes, Mr E A Howison and Ms A L Solana.  For your protection and for training and monitoring purposes, calls are usually recorded.

 MASECO LLP is authorised and regulated by the Financial Conduct Authority for the conduct of investment business in the UK and is registered with the US Securities and Exchange Commis

Please read this page before proceeding – The Legal Stuff:

Information accessed on our website is subject to our Terms & Conditions.

• Nothing in the podcast constitutes investment, tax, or any other type of advice and should not be construed as such.
• The information in this video is not intended to be relied upon as a forecast or research. The podcast is provided for information purposes only.
• Although the information is based on data which MASECO considers reliable, MASECO gives no assurance or guarantee that the information is accurate, current, or complete and it should not be relied upon as such.
• This podcast does not constitute a recommendation, offer or solicitation to buy or sell any products or to adopt an investment strategy.
• All investments involve risk and may lose value. The value of investments can go down depending on market conditions and you may not get back the original amount invested. Your capital is always at risk. Fluctuation in currency exchange rates may cause the value of an investment to go up or down.
• Past performance is not a reliable indicator of future results.

MASECO LLP (trading as MASECO Private Wealth and MASECO Institutional) is established as a limited liability partnership under the laws of England and Wales (Companies House No. OC337650) and has its registered office at The KODAK Building | 11 Keeley Street | London | WC2B 4BA. The individua...