| Date | Description |
|---|
| 2022-08-18 |
insert cfo James Smart |
| 2022-08-18 |
insert chiefinvestmentofficer Damian Barry |
| 2022-08-18 |
insert chro Rebecca Patterson |
| 2022-08-18 |
delete person Helge Kostka |
| 2022-08-18 |
insert person Damian Barry |
| 2022-08-18 |
insert person Emma James |
| 2022-08-18 |
insert person James Smart |
| 2022-08-18 |
insert person Olivier Rident |
| 2022-08-18 |
insert person Rebecca Patterson |
| 2022-08-18 |
insert person Stephen Johnson |
| 2022-08-18 |
update person_title Andrew Benson: Chief Technology Officer => Chief Technology Officer; Partner |
| 2022-08-18 |
update person_title Edward Howison: Senior Wealth Manager => Partner |
| 2019-09-19 |
delete personal_emails de..@masecopw.com |
| 2019-09-19 |
insert ceo James Sellon |
| 2019-09-19 |
insert cto Andrew Benson |
| 2019-09-19 |
delete person Alex Gibson |
| 2019-09-19 |
delete person Alexander Dolton |
| 2019-09-19 |
delete person Alexandra Ramsay |
| 2019-09-19 |
delete person Amelia Ruiz |
| 2019-09-19 |
delete person Andrew McKinnon |
| 2019-09-19 |
delete person Anna Grocott |
| 2019-09-19 |
delete person Arvinder Bhamra |
| 2019-09-19 |
delete person Brandon Bellamin |
| 2019-09-19 |
delete person Charlie Martin |
| 2019-09-19 |
delete person Daniel Howard |
| 2019-09-19 |
delete person Denise Smith |
| 2019-09-19 |
delete person Emma James |
| 2019-09-19 |
delete person George Fisk |
| 2019-09-19 |
delete person Grace Morrison |
| 2019-09-19 |
delete person Hailey Young |
| 2019-09-19 |
delete person Hayley Verlander |
| 2019-09-19 |
delete person Ibrahim Mohammed |
| 2019-09-19 |
delete person Jordan Pritchard |
| 2019-09-19 |
delete person Kyle McClellan |
| 2019-09-19 |
delete person Lana Hale |
| 2019-09-19 |
delete person Laura Nelson |
| 2019-09-19 |
delete person Lewis Hickley |
| 2019-09-19 |
delete person Lucy Allen |
| 2019-09-19 |
delete person Melissa Pieris |
| 2019-09-19 |
delete person Nicola Harvey |
| 2019-09-19 |
delete person Ollie Cutting |
| 2019-09-19 |
delete person Pamela Rughwani |
| 2019-09-19 |
delete person Paul Schell |
| 2019-09-19 |
delete person Rebecca Palmer |
| 2019-09-19 |
delete person Sarah Wheater |
| 2019-09-19 |
delete person Scott Rose |
| 2019-09-19 |
delete person Sevi Fattahpour |
| 2019-09-19 |
delete person Shilpa Sharma |
| 2019-09-19 |
delete person Tom Cleaves |
| 2019-09-19 |
delete person Tom Jamieson |
| 2019-09-19 |
delete person Victoria Malyon |
| 2019-09-19 |
delete person Yadu Malhi |
| 2019-09-19 |
insert person Andrew Benson |
| 2019-09-19 |
update person_description James Sellon => James Sellon |
| 2019-09-19 |
update person_description Patrick Bowen => Patrick Bowen |
| 2019-09-19 |
update person_description Tor Flonaes => Tor Flonaes |
| 2019-09-19 |
update person_title James Sellon: Managing Partner, Has Once Again Been Named One of the 50 Most Influential in the Private Asset Manag Https; Partner; Managing Partner; Managing Partner Learn => Managing Partner and Co - Founder of MASECO LLP; Partner; Managing Partner; Managing Partner Learn |
| 2019-09-19 |
update person_title Patrick Bowen: Senior Wealth Executive; Senior Wealth Executive Learn; Member of the Wealth Executives Team => Wealth Manager; Wealth Manager Learn |
| 2018-01-29 |
delete coo Andrew Brown |
| 2018-01-29 |
delete otherexecutives Stephen Wadey |
| 2018-01-29 |
insert coo Nick Tissot |
| 2018-01-29 |
insert personal_emails al..@masecopw.com |
| 2018-01-29 |
delete person Alexander Edwards |
| 2018-01-29 |
delete person Andrew Brown |
| 2018-01-29 |
delete person Reshma Tank |
| 2018-01-29 |
delete person Stephen Wadey |
| 2018-01-29 |
insert person Amelia Ruiz |
| 2018-01-29 |
insert person Arvinder Bhamra |
| 2018-01-29 |
insert person Brandon Bellamin |
| 2018-01-29 |
insert person Charlie Martin |
| 2018-01-29 |
insert person Daniel Howard |
| 2018-01-29 |
insert person Emma James |
| 2018-01-29 |
insert person Grace Morrison |
| 2018-01-29 |
insert person Jordan Pritchard |
| 2018-01-29 |
insert person Kyle McClellan |
| 2018-01-29 |
insert person Lucy Allen |
| 2018-01-29 |
insert person Nick Tissot |
| 2018-01-29 |
insert person Ollie Cutting |
| 2018-01-29 |
insert person Paul Schell |
| 2018-01-29 |
insert person Scott Rose |
| 2018-01-29 |
insert person Sevi Fattahpour |
| 2018-01-29 |
insert person Tom Cleaves |
| 2018-01-29 |
insert person Tom Jamieson |
| 2018-01-29 |
update person_title Andrew McKinnon: Senior Wealth Executive; Senior Wealth Executive Learn; Member of the Wealth Executives Team => Senior Wealth Executive Learn; Member of the Wealth Executives Team; a Senior Wealth Executive; Senior Wealth Executive, Chartered |
| 2018-01-29 |
update person_title Barry Brosnan: Wealth Manager; Wealth Manager Learn => Senior Wealth Manager Learn; Senior Wealth Manager |
| 2018-01-29 |
update person_title Christopher James: Associate; Associate Operations Manager Learn; Operations Manager => Operations Manager |
| 2018-01-29 |
update person_title George Fisk: Wealth Executive; Member of the Wealth Executives Team; Wealth Executive Learn => Senior Wealth Executive; Senior Wealth Executive Learn; Member of the Wealth Executives Team |
| 2018-01-29 |
update person_title James Sellon: Partner; Managing Partner Learn; Managing Partner => Managing Partner, Has Once Again Been Named One of the 50 Most Influential in the Private Asset Manag Https; Partner; Managing Partner; Managing Partner Learn |
| 2018-01-29 |
update person_title Lewis Hickely: Operations & Data Analyst; Operations & Data Analyst Learn => Operations & Data Analyst |
| 2018-01-29 |
update person_title Shilpa Sharma: Head of Client Suitability Assessment Department; Head of Client Suitability Assessment Learn => Compliance Manager; Compliance Manager Learn |
| 2018-01-29 |
update person_title Tor Flonaes: Senior Wealth Manager Learn; Senior Wealth Manager => Partner Learn; Partner |
| 2017-07-25 |
delete person Francesca Gerrett |
| 2017-07-25 |
update person_description Edward Howison => Edward Howison |
| 2017-07-25 |
update person_title Edward Howison: a Wealth Relationship Manager; Associate Wealth Manager Learn; Member of the Wealth Executives Team; Associate Wealth Manager => Wealth Manager; Wealth Manager Learn |
| 2017-05-06 |
delete otherexecutives Emilia Chachulova |
| 2017-05-06 |
insert otherexecutives Stephen Wadey |
| 2017-05-06 |
insert personal_emails st..@masecopw.com |
| 2017-05-06 |
delete person Audrey Falkner |
| 2017-05-06 |
delete person Emilia Chachulova |
| 2017-05-06 |
delete person Sharon Onciu |
| 2017-05-06 |
insert person Alex Gibson |
| 2017-05-06 |
insert person Andrew McKinnon |
| 2017-05-06 |
insert person Lewis Hickely |
| 2017-05-06 |
insert person Pamela Rughwani |
| 2017-05-06 |
insert person Stephen Wadey |
| 2017-02-15 |
insert personal_emails re..@masecopw.com |
| 2017-02-15 |
insert person Alexander Dolton |
| 2017-02-15 |
insert person Hayley Verlander |
| 2017-02-15 |
insert person Sarah Wheater |
| 2017-02-15 |
update person_description Henry Findlater => Henry Findlater |
| 2017-01-13 |
insert person Alexander Edwards |
| 2016-12-07 |
insert personal_emails au..@masecopw.com |
| 2016-12-07 |
delete person Ladi Ladele |
| 2016-12-07 |
insert person Melissa Pieris |
| 2016-12-07 |
update person_description Chris James => Christopher James |
| 2016-12-07 |
update person_title Christopher James: Wealth Planning Executive Learn; Wealth Planning Executive => Associate; Associate Operations Manager Learn; Operations Manager |
| 2016-12-07 |
update person_title Edward Howison: a Wealth Relationship Manager; Senior Wealth Planning Executive; Senior Wealth Planning Executive Learn => a Wealth Relationship Manager; Associate Wealth Manager Learn; Member of the Wealth Executives Team; Associate Wealth Manager |
| 2016-12-07 |
update person_title George Fisk: Wealth Planning Executive Learn; Wealth Planning Executive => Wealth Executive; Member of the Wealth Executives Team; Wealth Executive Learn |
| 2016-12-07 |
update person_title Hailey Young: Wealth Planning Executive Learn => Member of the Wealth Executives Team; Wealth Executive Learn |
| 2016-12-07 |
update person_title Nicola Harvey: Senior Wealth Planning Executive; Senior Wealth Planning Executive Learn => Senior Wealth Executive; Senior Wealth Executive Learn; Member of the Wealth Executives Team |
| 2016-12-07 |
update person_title Patrick Bowen: Wealth Planning Executive Learn; Wealth Planning Executive => Senior Wealth Executive; Senior Wealth Executive Learn; Member of the Wealth Executives Team |
| 2016-12-07 |
update person_title Rebecca Palmer: Wealth Planning Executive Learn; Wealth Planning Executive => Wealth Executive; Member of the Wealth Executives Team; Wealth Executive Learn |
| 2016-11-09 |
delete person Harry Bushnell |
| 2016-10-11 |
insert coo Andrew Brown |
| 2016-10-11 |
insert personal_emails fr..@masecopw.com |
| 2016-10-11 |
insert person Andrew Brown |
| 2016-10-11 |
insert person Audrey Falkner |
| 2016-10-11 |
insert person Rebecca Palmer |
| 2016-09-13 |
update person_title Henry Findlater: Senior Wealth Manager Learn; Senior Wealth Manager => Partner Learn; Partner |
| 2016-09-13 |
update person_title Shilpa Sharma: Head of Client Suitability Assessment Department; Head of Client Suitability Assessment Department Learn => Head of Client Suitability Assessment Department; Head of Client Suitability Assessment Learn |
| 2016-07-19 |
delete person Kayuri Patel |
| 2016-07-19 |
update person_description George Fisk => George Fisk |
| 2016-07-19 |
update person_description Harry Bushnell => Harry Bushnell |
| 2016-07-19 |
update person_title George Fisk: Client Service Executive; Client Service Executive Learn => Wealth Planning Executive Learn; Wealth Planning Executive |
| 2016-02-11 |
delete person Claire Izzard |
| 2016-02-11 |
delete person Paul Masters |
| 2016-02-11 |
update person_title Tor Flonaes: Wealth Manager; Wealth Manager Learn => Senior Wealth Manager Learn; Senior Wealth Manager |
| 2016-01-14 |
delete chiefinvestmentofficer Oliver Prodhan |
| 2016-01-14 |
delete person Oliver Prodhan |
| 2016-01-14 |
insert person George King |
| 2016-01-14 |
insert person Victoria Malyon |
| 2016-01-14 |
update person_title Kayuri Patel: Client Service Executive => Senior Client Service Executive |
| 2015-08-16 |
insert person Alexandra Ramsay |
| 2015-08-16 |
insert person Yadu Malhi |
| 2015-07-13 |
update person_title Paul Masters: Head of Technical Operations Learn; Head of Technical Operations => Head of Operations Learn; Head of Technical Operations |
| 2015-06-14 |
insert personal_emails de..@masecopw.com |
| 2015-06-14 |
insert person Denise Smith |
| 2015-06-14 |
insert person Ruby Rose Rahman |
| 2015-06-14 |
update person_description Ashley J. Scher => Ashley J. Scher |
| 2015-06-14 |
update person_description Chris James => Chris James |
| 2015-06-14 |
update person_description Nicola Harvey => Nicola Harvey |
| 2015-06-14 |
update person_title Barry Brosnan: Investment Adviser; Investment Adviser Learn => Wealth Manager; Wealth Manager Learn |
| 2015-06-14 |
update person_title Henry Findlater: Investment Adviser; Investment Adviser Learn => Senior Wealth Manager Learn; Senior Wealth Manager |
| 2015-06-14 |
update person_title Tor Flonaes: Investment Adviser; Investment Adviser Learn => Wealth Manager; Wealth Manager Learn |
| 2015-05-09 |
delete otherexecutives Paul Masters |
| 2015-05-09 |
update person_title Chris James: Junior Paraplanner & Data Administrator Learn; Junior Paraplanner & Data Administrator => Wealth Planning Executive Learn; Wealth Planning Executive |
| 2015-05-09 |
update person_title Edward Howison: a Wealth Relationship Manager; Wealth Relationship Manager; Wealth Relationship Manager Learn => a Wealth Relationship Manager; Senior Wealth Planning Executive; Senior Wealth Planning Executive Learn |
| 2015-05-09 |
update person_title George Fisk: Client Service Associate Learn; Client Service Associate => Client Service Executive; Client Service Executive Learn |
| 2015-05-09 |
update person_title Hailey Young: Junior Paraplanner Learn => Wealth Planning Executive Learn |
| 2015-05-09 |
update person_title Harry Bushnell: Wealth Planning Associate; Wealth Planning Associate Learn => Wealth Planning Executive Learn; Wealth Planning Executive |
| 2015-05-09 |
update person_title Ibrahim Mohammed: IT Desktop Support Learn => IT Manager |
| 2015-05-09 |
update person_title Kayuri Patel: Client Service Associate => Client Service Executive |
| 2015-05-09 |
update person_title Lana Hale: Client Service Associate Learn; Client Service Associate => Client Service Executive; Client Service Executive Learn |
| 2015-05-09 |
update person_title Nicola Harvey: Wealth Planning Associate; Wealth Planning Associate Learn => Senior Wealth Planning Executive; Senior Wealth Planning Executive Learn |
| 2015-05-09 |
update person_title Patrick Bowen: Client Service Associate Learn; Client Service Associate => Wealth Planning Executive Learn; Wealth Planning Executive |
| 2015-05-09 |
update person_title Paul Masters: Head of Operations Learn; Head of Operations => Head of Technical Operations Learn; Head of Technical Operations |
| 2015-03-11 |
delete person Karen Gabay |
| 2015-02-05 |
delete person Daisy Jarrett |
| 2015-02-05 |
update person_title Andrea Solana: Financial Planning Consultant Learn; Financial Planning Consultant => Head of Advanced Planning Learn; Head of Advanced Planning |
| 2015-01-08 |
delete person Ellie Hampton |
| 2014-12-11 |
delete person Claire Coulson |
| 2014-12-11 |
insert person Harry Bushnell |
| 2014-10-10 |
delete person Gemma Moussoulides |
| 2014-10-10 |
delete person Kevin Yim |
| 2014-10-10 |
insert person Ellie Hampton |
| 2014-10-10 |
insert person George Fisk |
| 2014-10-10 |
insert person Lana Hale |
| 2014-08-31 |
insert chiefinvestmentofficer Oliver Prodhan |
| 2014-08-31 |
insert person Karen Gabay |
| 2014-08-31 |
insert person Oliver Prodhan |
| 2014-07-22 |
delete person Sam Lees |
| 2014-07-22 |
update person_description Chris James => Chris James |
| 2014-07-22 |
update person_title Chris James: Data Entry Administrator Learn; Data Entry Administrator => Junior Paraplanner & Data Administrator Learn; Junior Paraplanner & Data Administrator |
| 2014-07-22 |
update person_title Hailey Young: Client Service Associate Learn => Junior Paraplanner Learn |