In our latest video podcast episode of our ‘In Conversation With’ series, MASECO’s Chief Investment Officer, Damian Barry, and Senior Wealth Manager, George King, unpack the key themes that shaped the second quarter of 2025.

Within this video podcast (which can be watched on YouTube or listened to on Apple and Spotify podcast channels), Damian and George explore the significant market volatility experienced over the quarter, largely driven by policy uncertainty from the US administration and increasing geopolitical tensions across regions such as the Middle East. While this created a sense of unease, markets ultimately remained resilient, with a recovery that highlights the importance of staying focused on long-term fundamentals.

The conversation also covers the weakening of the US dollar, which was down around 10% in the first 6 months of the year against the euro and sterling, and what that has meant for client performance when translated into different currencies.

Damian and George reflect on how diversification and a long-term perspective helped navigate the chaos and deliver positive client outcomes. In addition to this, they also delve into the psychological side of investing and touch on behavioural finance, including how investors typically respond to market highs and lows, and the dangers of attempting to time the market. The episode offers timely reminders on why staying invested, especially during volatile periods, often leads to better long-term results.

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...

In this episode, Chief Investment Officer Damian Barry and Senior Wealth Manager George King provide a nuanced analysis of the evolving global economic landscape and its implications for investors. From geopolitical developments in Ukraine to shifts in US trade policy under Trump, they explore the broader macroeconomic forces shaping markets today.

With ongoing speculation around the risk of a recession, they examine how market sentiment has evolved, why historical perspective is key, and how inflationary pressures continue to influence global economies. They also break down the shifting performance of US equities, including the "Magnificent 7", which rode the AI boom but have since seen a decline. What does this mean for investors, and how does passive investing fare in an increasingly concentrated market?

Damian and George also reflect on the resilience of European markets and the growing role of smaller and mid-sized companies in shaping the next phase of economic growth. With trade and security dynamics shifting, the importance of diversification has never been greater.

Tune in for a thoughtful and timely discussion on navigating volatility, maintaining a balanced investment approach, and the strategic insights guiding MASECO’s portfolio positioning.

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...

Within this episode MASECO's Senior Wealth Manager, George King, and Chief Investment Officer, Damian Barry, provide an insightful review of the year’s investment landscape, breaking down the effects of major macroeconomic events and policy shifts on global markets.

Damian and George also discuss MASECO’s investment philosophy and explore the balance between active and passive investing to meet long-term goals. The conversation spanned a broad range of topics including China's recent stimulus measures and their immediate and potential long-term impact on the Chinese economy, as well as MASECO’s focused strategies in ETF selection, portfolio allocation, and sustainable investing

Tune in for this thought-provoking and reflective discussion filled with valuable strategies and perspectives as we enter the final months of 2024!

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...

This episode is packed with essential insights to help prepare you post the recent UK budget announcement, as well as to help with year-end financial planning considerations. Join Andrea Solana, Head of Advanced Planning and Partner at MASECO, alongside George King, Senior Wealth Manager, as they unpack significant updates impacting both UK and US taxpayers.

Andrea and George dive into the latest UK budget changes, from increases in capital gains taxes and new inheritance tax rules, to the the abolishment of the non-domiciled tax regime and it's replacement with a residence-based scheme. Andrea also reflects on the widespread speculation and anticipation leading up to the budget release, noting that while the changes were less extreme than expected, they still bring important tax revisions.

Tune in to this episode for crucial advice on optimising your financial position, navigating the latest UK budget changes, and important considerations and deadlines for year-end tax strategies!

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...

Within our latest podcast, which takes the form of a two-part series with Jessica McGawley, a psychological consultant, mediator and founder of Dallington Associates, we delve into the topic of the ‘Rising Generation’.

To provide some background, Dallington Associates have been around for eight years and offer individual mentoring programmes and group workshops for siblings and wider families, specifically focused to teenagers and young adults from affluent and successful families.

At MASECO, the topic of ‘children’ (spanning a vast age range depending on the family) and money is probably one of our most frequently raised topics when advising wealthy families. Questions are often posted such as ‘how do I support them but not spoil them?’, ‘what do I say and do to keep them motivated?’ and ‘how and when do I engage them in conversations around money?’, as well as many others. Within part two of this podcast, MASECO Senior Wealth Manager and our podcast host, George King, posed some powerful questions to Jessica, off the back of these conversations with clients.

When listening to this podcast, you can expect valuable insights from Jessica on a wide range of topics. These include the challenges faced by ‘Third Culture Kids’ and the unexpected difficulties encountered by those who inherit wealth. Jessica and George delve into wealth preservation strategies, emphasising the necessity of cash-flow modelling. Additionally, they explore the pivotal role philanthropy plays in creating positive social impact. The podcast also discusses the delicate balance between setting boundaries, allowing children to fail, and fostering big ideas to instil confidence and nurture a thoughtful new generation.

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 o

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...

Within our latest podcast, which takes the form of a two-part series with Jessica McGawley, a psychological consultant, mediator and founder of Dallington Associates, we delve into the topic of the ‘Rising Generation’.

To provide some background, Dallington Associates have been around for eight years and offer individual mentoring programmes and group workshops for siblings and wider families, specifically focused to teenagers and young adults from affluent and successful families.

At MASECO, the topic of ‘children’ (spanning a vast age range depending on the family) and money is probably one of our most frequently raised topics when advising wealthy families. Questions are often posted such as ‘how do I support them but not spoil them?’, ‘what do I say and do to keep them motivated?’ and ‘how and when do I engage them in conversations around money?’, as well as many others. Within part one of this podcast, MASECO Senior Wealth Manager and our podcast host, George King, posed some powerful questions to Jessica, off the back of these conversations with clients.

When listening/watching this podcast you can expect to hear valuable insights from Jessica on topics ranging from the difference between the ‘Next Gen’ (age range of 30-40 plus) and the ‘Rising Gen’, a newer demographic and term coined by J Hughes, (usual age range of 16-30), as well as the characteristics and challenges faced by the ‘Rising Gen’, the concept of Net Worth vs Self Worth and differentiating between ‘normal’ adolescent behaviour and what stems into the context of success, affluence and family business.

Finally, Jessica offers her ‘top tips’ for parents of these individuals, whilst also noting the importance of providing parents with the tools to have conversations around the kitchen table, as the authority figures and care givers.

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

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...

As we reach the end of the first quarter of the year, George King, Senior Wealth Manager, and Damian Barry, Chief Investment Officer, start off their discussion by looking backwards and finishing off their review of how 2023 ended and key events that may shape how we think of 2024.

George and Damian then continue to discuss their outlook for 2024, as well as how others in the industry are considering the year may unfold. Included in the discussion they touch on market noise and global factors, such as election cycles and geopolitics for the year ahead, and whether these will have an impact on MASECO clients.


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

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...

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...