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1809SM06
of Mind for Their American Clients Laundering Services
MASECO Private Wealth was created to achieve peace of mind for
complex wealth management needs. In August, MASECO Private Wealth was named among the winners of the 2018 SME UK Enterprise Following this well-deserved achievement, we sought to profile this in an industry defined by excellence.
we spoke to John Dobson, CEO of SmartSearch, to find out how they have helped forge the UK’s
MASECO Private strengthens its internal talent culture, train on competence”. Wealth operates in pool and further distances In this, MASECO promise to act an incredibly niche themselves from their in their client’s best interests area of wealth competitors. Today, through and commit wholeheartedly to management – by their internationally-experienced providing nothing less than a in the industry, and how it has SmartSearch was believes, fundamentally, in targeting, primarily, American team, they now celebrate a client phenomenal client experience. affected SmartSearch; “there created in 2011 in baseprotecting their clientswith from nonfamilies in the UK they have of over 500 families, been a significant response to the 2007promises compliance. Asgrowth John explains; carved out a unique position of further in On thehas back of this approach,increase in fraud financial crime over Money Laundering “We seek to be the AML MASECO in a business sector that is the coming months. Theonly team’s has and garnered recent years, and much of this is Regulations, resource our clients need to only becoming increasingly diversity has only been a boon to accolades and recognition perpetrated by the use of false capitalising opportunity to the firm satisfy their sanction competitive on on thean back of since itsAML, inception, and and from industry-leading bodies identities supported by forged create onegrowth. of the early PEP regulatory obligations. In and establishments. country-wide Theirelectronic feeds directly into MASECO’s Managing or fake documents. As a result, individual verification doinginternal so we want to that deliver the Partners services pivotAML on the back of an dynamic culture Josh Matthews and there has been a significant move platforms in the UK. Today, by best value for money and a expertise in cross-jurisdictional promotes a productive and James Sellon have both been away from manual checking and working across a plethora of complete compliant solution that tax-efficient investment engaging working environment. named Citywealth leaders copying identity documentation business sectors - including, will stand up to rigorous scrutiny management strategies, ensuring several years running and Helge to other more reliable forms of law, finance, insurance, and by any regulator. We aim to that their client’s assets are Of great importance to the firm Kostka, Chief Investment Officer, substantiation, such as electronic real estate – they have helped keep our client firms continually protected and secure. is a need to hire complimentary, won the Graham & Dodd Award verification and facial recognition.” secure swift AML verification protected against daily changes to like-minded and positive for excellence in research and and delivered fraud prevention sanction and PEP watch-lists and MASECO invest globally and individuals who ensure that financial writing last year. More “As criminal activity increases, solutions for their clients. In this, regulatory legislation.” arrange the custody of client their core values – teamwork, recently, Andrea Solana, Head With a foundation firmly in the we are likely to see government they remain at the very forefront assets with the most reputable authenticity, mastery, empathy of Advanced Planning, was technological, SmartSearch have departments place more of a highly competitive industry firms across various jurisdictions and the pursuit of excellence recognised as one of the leading stayed ahead of the curve by responsibility on businesses in one of the fastest developing to optimise portfolios from a - are adhered to at all times. women in financial advice. adopting a proactive, futureto be more vigilant to protect sectors in the professional world. tax, currency, cost, reporting These values form the foundation centric approach to their work. the consumer, and some of and investment perspective. of everything MASECO does, Moreover, MAESCO are also a At the heart of the firm, as it has Recent years have only yielded this scrutiny will apply to more Though they work primarily with which translate into behaviour certified B Corporation, marking from the very beginning, lies a an increase in fraudulent crimes, rigorous client verification at the Americans in the UK and in the that is consistently applied and them as one of the finest financial demand for excellence- that is, to as criminals find ways to evolve onboarding stage and beyond.” US, they also provide services to communicated both internally service firms in the UK. This provide fully-compliant, meticulous and ‘win’ the securities arm financial advisors, trustees and among employees, and potent duumvirate – MASECO’s verification services at the best race. John takes a moment to We stop to ask John what he foundations. externally to their clients. As a team and their dominating global value for money. SmartSearch emphasise this as a greater trend believes has contributed to result, these common values reputation – play an important SmartSearch’s enduring success, Crucially, MASECO’s record are reflected in the high-quality role in guaranteeing the firm’s “SmartSearch offers a great of success has attracted the work produced and the unrivalled enduring success and made one-stop-shop AML compliance best talent working in wealth client experience that they offer. them the natural choice for the platform, with a unique customer management; with each The mantra used during the title of Best Wealth Management service culture and high (98%) addition to their team, the firm recruitment process is “hire on Firm in London. client retention rate. Further, we continually develop innovative ways to keep ahead of changes in regulation. Finally, we have 30 SME NEWS / Q3 2018 a well proven sales process to deliver consistent growth.”
John believes that SmartSearch’s ability to be a “one-stop-shop AML compliance platform” is crucial to their ability to
distinguish themselves from their ever-increasing number of competitors and imitators, “Most of our competitors operate their AML services as an ‘add-on’ to their existing main service offerings, typically giving them less time for innovation and customer care. Our business is 100% focused on delivering the very best AML service and an excellent customer experience.” Naturally, as a prominent business working in the UK, John is eager to discuss the unique benefits of the market; “There is clear regulation to be able to establish solutions; good technology and internet infrastructure; an abundance of readily available, high quality data that is absent in other markets, and a strong compliance regime with penalties for non-compliant businesses. All of these create a positive and worthwhile environment to develop and deploy compliance solutions.” Moreover, John is optimistic about the future of the UK market, regardless of the looming possibility of Brexit, “we have no concerns. In fact, if anything, Brexit should give us greater freedom, and the compliance regimes will remain as tight as or even tighter than they currently are.”
checks becoming mandatory; “Electronic identification rids the need for manual checks which are open to errors - and we believe that eventually, the Money-Laundering Directive will call for electronic AML checks to be mandatory. Therefore, electronic solutions will continue to flourish and be more extensive in their applications.” Finally, John discusses the future of SmartSearch and how they aim to build their brand to become synonymous – in the UK and abroad – with AML processes. “We will continue to develop and innovate in the AML sector and plan to achieve greater market penetration both in the UK and into relevant overseas markets. The Fifth Money-Laundering Directive, which was adopted by the EU in April, now calls for electronic identification as an essential part of verifying customer information, so we think this will have a huge impact on the number of regulated firms that will turn to electronic identification as part of their AML processes.”
More specific to SmartSearch, John believes that the future of electronic identification is assured, with electronic AML
Company: MASECO Private Wealth Address: Burleigh House, 357 Strand, London, WC2R 0HS, United Kingdom Website: masecoprivatewealth.com Telephone: 020 7043 0452
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Contact: John Dobson, CEO Company: SmartSearch Address: Mayfield House, Lower Railway Road, Ilkley, Leeds, LS29 8FL, United Kingdom SME NEWS / Q3 Website: www.smartsearchuk.com Telephone: 01132 387 660
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UKE18171
of Mind for Their American Clients MASECO Private Wealth was created to achieve peace of mind for complex wealth management needs. In August, MASECO Private Wealth was named among the winners of the 2018 SME UK Enterprise
FINANCE AWARDS 2019
Following this well-deserved achievement, we sought to profile this in an industry defined by excellence. MASECO Private Wealth operates in an incredibly niche area of wealth management – by targeting, primarily, American families in the UK they have carved out a unique position in a business sector that is only becoming increasingly competitive on the back of country-wide growth. Their services pivot on the back of an expertise in cross-jurisdictional tax-efficient investment management strategies, ensuring that their client’s assets are protected and secure. MASECO invest globally and arrange the custody of client assets with the most reputable firms across various jurisdictions to optimise portfolios from a tax, currency, cost, reporting and investment perspective. Though they work primarily with Americans in the UK and in the US, they also provide services to financial advisors, trustees and foundations. Crucially, MASECO’s record of success has attracted the best talent working in wealth management; with each addition to their team, the firm
strengthens its internal talent pool and further distances themselves from their competitors. Today, through their internationally-experienced team, they now celebrate a client base of over 500 families, with promises of further growth in the coming months. The team’s diversity has only been a boon to the firm since its inception, and feeds directly into MASECO’s dynamic internal culture that promotes a productive and engaging working environment. Of great importance to the firm is a need to hire complimentary, like-minded and positive individuals who ensure that their core values – teamwork, authenticity, mastery, empathy and the pursuit of excellence - are adhered to at all times. These values form the foundation of everything MASECO does, which translate into behaviour that is consistently applied and communicated both internally among employees, and externally to their clients. As a result, these common values are reflected in the high-quality work produced and the unrivalled client experience that they offer. The mantra used during the recruitment process is “hire on
culture, train on competence”. In this, MASECO promise to act in their client’s best interests and commit wholeheartedly to providing nothing less than a phenomenal client experience. On the back of this approach, MASECO has garnered accolades and recognition from industry-leading bodies and establishments. Managing Partners Josh Matthews and James Sellon have both been named Citywealth leaders several years running and Helge Kostka, Chief Investment Officer, won the Graham & Dodd Award for excellence in research and financial writing last year. More recently, Andrea Solana, Head of Advanced Planning, was recognised as one of the leading women in financial advice.
Company: MASECO Private Wealth Address: Burleigh House, 357 Strand, London, WC2R 0HS, United Kingdom Website: masecoprivatewealth.com Telephone: 020 7043 0452
Moreover, MAESCO are also a certified B Corporation, marking them as one of the finest financial service firms in the UK. This potent duumvirate – MASECO’s team and their dominating global reputation – play an important role in guaranteeing the firm’s enduring success and made them the natural choice for the title of Best Wealth Management Firm in London.
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Providing a Personalised Service for Their Clients Established in September 2013, Jaycon Legal Solicitors is a niche law firm based out of Hull. In September, Jaycon was recognised in SME News Magazine’s 2018 UK Enterprise Awards as the
In a landscape dominated by a select few goliaths, the legal sector can be one of the most difficult for SMEs to establish a foothold. Jaycon Legal Solicitors have made their mark through a commitment to putting the client at the very centre of their work, offering a tailored, individualised service that large firms cannot compete with. Jannina reveals that this approach has been the key to her success over the last five years and was, ultimately, the reason she established the firm. “Having experienced life as a solicitor at some of the largest firms in the area, I felt I wanted to be able to give more to my clients. I found that clients just wanted time and reassurance - they wanted to feel valued throughout the process, and not just a file reference. I felt there was a gap in the market for a firm which consolidated my work ethics and empathetic nature as well as providing me with more of a work life balance.” In a world that is swiftly becoming defined by technological evolution, consumer needs are changing. Human interaction is becoming a prized commodity in the face of automation - good service has become one of the single most important factors in business. By all regards, the legal sector is no different.
Jannina has capitalised on this new market for exceptional client-focused service and has used it as a robust platform on which to build her business: “The larger firms have the advantage of a generous marketing budget and more brand awareness, but they do not give the necessary time to clients. As a team we act to listen to our clients, respond to their queries quickly, and look to progress their matter without the delays that have come to define large firms.” “I believe the reason behind our success is the love and hard work that has gone into creating and nurturing the firm itself and its clients. We are all passionate about our work and the services we offer.” Law firms have long been considered as exclusive, almost unapproachable, by their very nature. Jannina works tirelessly to ensure that any anxiety is dispelled as soon as they step over the threshold. “We offer a warm, relaxed, friendly welcome to clients, who can access our office without the need to worry about traffic in the town centre and parking costs. We also accommodate appointments out of hours and in the comfort of the client’s own home. Many of the larger firms operate a turnstile appointment system, whereas we endeavour to ensure we also provide the
additional time when required. We take an interest in our clients, who in turn, take an interest in us”. Finally, in her closing comments, Jannina discusses Jaycon’s imminent growth as it looks towards 2019 and beyond. “The future looks bright for Jaycon Legal Solicitors. We have recently moved to bigger and better premises and are now concentrating on making what we have even better. There is potential for staff and building expansion in the foreseeable future, but I am mindful that I do not want to dilute the excellent client service that we are able to provide, as the client should always come first.” Fundamentally, Jaycon Legal Solicitors is a firm that truly cares about their clients. They have distinguished themselves from a notoriously competitive sector through a dedication to serving their client’s interests, regardless of the complexity of their cases. For this, they were
awarded among the UK Business Elite Awards, a selection of the very best businesses working in Britain today.
Contact: Jannina Beckett Address: Port View House, 375 A&B Hedon Road, Hull, HU9 1RA, UK Telephone: 01482 330830 Website: www.jayconlegal.co.uk
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Providing Best in Class and
As an independent introducing broker, TMS Capital – under the retail brand Twowaymarkets SME News Magazine’s 2018 Winners’ Review programme as the ‘Best CFD Trading Specialists in the United Kingdom’. We spoke with the firm’s Director, Adrian Buthee, eager to find out It would be no overstatement to say that the investment landscape can be daunting for a new investor. Faced with a plethora of options, the best choice is often far from obvious, and new investors often balk at the responsibility of choosing the right option for their specific financial situation. Established in 2003, TMS Capital offers two investment solutions that are designed to simplify a client’s trading journey, resulting in lower margins, flexible trade sizing and reduced dealing costs. Their expertise and brokerage network also makes them ideally placed to offer support to new clientele, as well as being cost-effective an enticing combination. To start, Adrian offers more detail on his firm’s approach to brokerage services. “As an independent introducing broker, we talk to our active Contract for Difference (CFD) and spread betting clients about their trading plans and then place them with the broker that best serves their needs. Since we are remunerated by the end-broker, there is no additional cost for the client, which allows them to
receive a superior service at a very low price.” “We also offer a number of Managed Account opportunities for Professional Customers along with Copy Trading services for Retail Traders. Both of which offering the opportunity for excellent returns as part of a client’s diversified portfolio of investments.” Where other brokerage services specialise in one service, TMS Capital distinguishes themselves through their execution and investment management offerings. “Most brokers only offer one solution. We work with many brokers around the world. We know these platforms and offerings and our experienced traders work with clients to help them choose the one that best suits their needs. This ensures their trading plans are maximised through account efficiency giving our clients a better outcome.” Adrian takes a moment to emphasise, the firm values a client-centric approach to their work. “Our firm’s overall mission is to provide clients with a low cost, and yet, high-quality service that cannot be found elsewhere.
We ensure an unrivalled service by offering 1 to 1 training and coaching for all clients to ensure their needs are met every time. It is this extra care and attention that makes TMS Capital the first place our clients come to when they need support with their trading.” As we come to the close of the interview, Adrian discusses the challenges affecting the trading industry in the UK. “We are in the Trading Financial Services industry and our clients are speculating actively on the movement of Stocks, Forex, Stock Indices and Commodities. The regulations are always changing, including a big change this year. However, we adapt and inform clients how these regulatory changes might affect them and how to minimise any impact.” Finally, in his closing comments, Adrian talks on the impact of industry awards on small business success. “Awards such as these will be a tremendous springboard for us to expand and find new strategic partners for mutual growth. Ultimately, we are proud of our achievements to win these awards and it really
underlines the quality of the staff we have here in helping people to find their best trading solution.” “As an introducing broker, it is hard to separate our “independent” service from the principals, so these awards go a long way to give us our own identity and demonstrate the higher standards of service we offer, over and above what is available elsewhere.”
Contact: Adrian Buthee Address: Cranfield Innovation Centre, Cranfield, MK43 0BT, United Kingdom Website: www.tms-capital.com Telephone: 0207 099 1138
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