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Emilie Sotty
Wealth Executive at Maseco Private Wealth
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Work Experience
Jan 2021 - Present · 3 years and 11 months
Wealth Executive
Apr 2023 - Present · 1 years and 8 months
Senior Wealth Associate
May 2022 - Jun 2023 · 1 years and 1 months
Wealth Associate
Jan 2021 - May 2022 · 1 years and 4 months
Company Details
51-200 Employees
At MASECO we provide expert guidance to UK residents and foreign nationals to simplify and support their cross-border wealth management needs. Our people are from varying backgrounds: many have been working with American citizens living in the UK for fifteen years, others are foreign nationals themselves living and working in London. Therefore we have a deep understanding of US/UK issues and know what it means to immerse yourself in one of the most diverse cities in the world. Adopting a holistic approach, we can help you to achieve your financial goals through careful planning and the implementation of rational, practical and tax optimised wealth management strategies. We deliver comprehensive wealth management and investment advice to clients with relationships based on trust, open communication and integrity. Our mission is built on the desire to give peace of mind to US families through guidance on how to simplify their cross-border needs. We use our core values as our internal guidelines because we know that when combined, they provide the framework around the decision-making process. That by taking this approach it helps us to develop, our clients achieve their goals, and together provide a consistent message globally. MASECO is proud to be a Certified B Corporation, the very first wealth management firm in the UK to achieve this certification. If you don’t already know, B Corporations are companies that use the power of business to help solve social and environmental problems. There are currently over 920 B Corps from 60 industries in 29 different countries.
Year Founded
2008
Social Media
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Industry
Financial Services, Financial intermediation services, banking, Financial and insurance services, Business Services, Capital and financial investment consultants, Consultants, Investment Services, Retirement & Financial Planning
HQ Location
357 Strand London, England WC2E 0AG, GB
Keywords
Wealth Management for UK residentsWealth Management for US expatsSocial Impact InvestingPrivate Wealthand BCorporation
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