MASECO

What MASECO does

MASECO LLP is a London-headquartered independent private wealth management firm founded in 2008, structured as a limited liability partnership under the laws of England and Wales. It operates as the first private wealth firm focused exclusively on cross-border US/UK wealth management, serving High and Ultra High Net Worth individuals and families — most prominently US citizens resident in the UK, UK families relocating to the US, and globally mobile US/UK families — under a minimum investable portfolio threshold of $1M/£1M. The firm holds dual regulatory status (FCA authorisation in the UK, SEC registration in the US) and maintains a regional subsidiary in Singapore (MASECO Asia), giving it multi-jurisdictional reach across Europe, North America, and Asia-Pacific.

The firm's core service architecture centres on its proprietary Best of All Worlds™ three-part wealth planning programme (comprising the What Matters discovery phase, LifeMap™ diagnostic mapping, and BestLifePlan™ implementation), delivered against an evidence-based, academically driven investment philosophy aligned with factor-based investing principles and Dimensional Fund Advisors methodology. Differentiated capabilities include the UK Tax-Efficient US Mutual Fund Structure (a 2009 FCA-recognised regulatory carve-out pioneered by Co-Founder Josh Matthews), multi-custody options across US, UK and offshore providers, multi-currency investment access ($, €, £), and the ability to advise on both US vehicles (529s, Trusts, UTMAs, IRAs) and UK wrappers (SIPPs, ISAs, Offshore Bonds). MASECO maintains an Intermediaries channel for accountants, lawyers, and tax advisors referring cross-border clients, and operates a client access portal for existing relationships.

MASECO generates revenue through AUM-based fees typical of the private wealth industry, charging on a subscription-style recurring model with annual billing cadence and tiered structures for the HNW/UHNW client base. As of 31 March 2026 the firm reports $5.1 billion in assets under management with 123 employees, a 92% average 12-month Net Promoter Score, and 74 cumulative industry awards. Following its March 2026 acquisition by Creative Planning (one of the largest US-registered investment advisers, based in Overland Park, Kansas), MASECO became a subsidiary within the Creative Planning group while retaining its FCA-authorised, SEC-registered operating identity and London headquarters at The Kodak Building, Keeley Street.

Name

MASECO

Legal name

MASECO LLP

Website

https://masecoprivatewealth.com

Company type

Private

Founded year

2008

Operating status

Acquired

Headcount range

51–100 employees

Short description

MASECO is a London-headquartered, FCA-authorised and SEC-registered private wealth management firm founded in 2008, serving High and Ultra High Net Worth US and UK families with cross-border investment, tax, and estate planning via its proprietary Best of All Worlds™ programme and factor-based investment approach.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: MASECO charges fees based on assets under management, typical for private wealth management firms serving high-net-worth clients. The firm manages $5.1 billion in assets as of March 2026.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

MASECO is an independent private wealth management firm providing cross-border US-UK wealth management services to High and Ultra High Net Worth individuals and families. The firm delivers investment management, tax planning, estate planning, and multi-currency portfolio management through its proprietary Best of All Worlds™ planning program, operating under dual FCA (UK) and SEC (US) regulatory authorization.

Product overview

MASECO Private Wealth offers a unified platform for cross-border wealth management, centered on its proprietary Best of All Worlds™ program. The platform integrates three core services: Private Wealth (direct client services), and Intermediaries (for professional advisors). The Best of All Worlds™ program encompasses LifeMap™ diagnostic tools and BestLifePlan™ personalized planning modules. MASECO serves four distinct client segments: US Families in the UK, UK Families in the US, Global US Families, and Global UK Families, providing comprehensive investment management, financial planning, and tax-aware strategies across US and UK jurisdictions.

Differentiator

Problem solved

Functional benefit

Brands

• Best of All Worlds™: The firm's three-part investment program designed to help families live their best life through wealth planning and investment management.
• LifeMap™
• BestLifePlan™

Products and services

• Private Wealth Management
• Intermediaries Service
• Best of All Worlds™ Wealth Planning Program

Quantifiable outcome

• 92% Net Promoter Score reflecting customer loyalty and satisfaction
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Kleinwort Hambros: UK private bank owned by Société Générale, focused on HNW and UHNW clients with strong cross-border expertise (especially UK-France and broader international). Directly comparable to MASECO on expat and dual-jurisdictional wealth planning, with a broader European footprint.
• Brown Brothers Harriman: US private bank and wealth manager with a long-standing cross-border and multi-family office practice serving HNW families with international interests. Comparable to MASECO in combining investment management with bespoke cross-border planning for international families.
• Vanguard Personal Advisor: Hybrid digital wealth service pairing DFA-style factor-based portfolio construction with human advisor overlay. Closest large-scale analogue to MASECO's advisor-plus-systematic methodology, and a direct competitor for HNW cost-conscious clients.

Broad incumbents

• Coutts: Iconic UK private bank serving HNW and UHNW clients, part of NatWest Group. Comparable to MASECO at the UHNW tier of the UK market and a likely destination for cross-border clients MASECO cannot serve.
• St. James's Place: Largest UK wealth manager by AUM, with a partner-advisor model serving HNW clients. Overlaps with MASECO on the UK private wealth segment, though it lacks MASECO's US-UK cross-border specialism.
• Rathbones: UK-listed wealth manager with significant HNW and charity/estate-planning capabilities. Comparable as a broad UK incumbent but without MASECO's US-side regulatory registration.
• Evelyn Partners: UK wealth management and professional services group (formed from Tilney and Smith & Williamson). Provides integrated investment management, tax and advisory services to HNW clients, broadly overlapping with MASECO's mid-HNW offerings.
• Bessemer Trust: US private wealth manager for ultra-high-net-worth families with multi-generational and cross-border capabilities. Comparable to MASECO at the UHNW end, particularly on integrated investment, tax, and estate planning for globally mobile families.
• Charles Schwab Wealth Advisory: Large US wealth advisory offering combining Schwab Intelligent Portfolios with dedicated advisors. Comparable to MASECO on the US side for HNW families and a likely competitor for UK-relocating US families.

Emerging players

• Empower (Personal Capital): Hybrid digital wealth manager combining automated portfolio tools with human advisors, aimed at HNW investors. An emerging challenger to MASECO's HNW tier, particularly for US-based clients and increasingly for cross-border clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/maseco-private-wealth
• Xx.com/maseco_pw
• Facebookfacebook.com/553833098470450

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MASECO