barry brosnan

investment advisor

About

Experience advising high net worth individuals, families and trusts on their wealth; including investment, tax planning and pensions advice. Seven years at PricewaterhouseCoopers where I attained the ATT tax qualification and the Diploma in Financial Planning exams. Now at MASECO Private Wealth, I enjoy advising US persons, American ex pats and Green Card holders etc, on investing their wealth while taking account of US and UK taxes. This current role combines my strong interest in passive asset class investing with my tax background.

Country

united kingdom

City

london

Industry

investment management

Skill

investment management, financial advisory, wealth management, strategic financial planning, high net worth individuals, financial planning, investments, asset allocation, pensions, investment advisory, wealth, equities, wealth management services, portfolio management, asset class investing, index investing, fixed income, financial planners, investment expertise for us citizens, risk premia investing

Experience

financial planning manager

grant thornton uk llp

2010-2 - 2011-5 · 1 yr 4 mos

Manager in the Financial Planning team providing investment and tax planning advice to high net worth individuals, families and trusts.

manager, wealth advisory

pwc

2001-9 - 2008-8 · 7 yrs

Manager in the Wealth Advisory team advising high net worth individuals, families and trusts on their wealth; including investment advice, tax efficient wealth structuring, trusts and tax planning.