We develop partnerships, for the long-haul

  • $3.5bn Assets under management $3.5bn Assets under management
  • 2008 Partnership founded 2008 Partnership founded
  • 45 Financial awards 45 Financial awards
  • 93% Net Promoter Score* 93% % Net Promoter Score*
  • 1st UK financial B Corp company 1st UK financial B Corp company
City landscape

Guiding your wealth across borders and generations

For US or UK citizens living overseas, we are uniquely positioned to provide tailored services that simplify your unique multi-jurisdictional wealth needs.

  • Unparalleled US/UK wealth management knowledge
  • US UK tax efficient investment strategies
  • FCA and SEC registration
  • US, UK and Offshore custody options
  • Multi-currency investment options ($,€,£)
  • Ability to advise on US products (529 plans, Trusts, UTMAs, IRAs etc.)
  • Ability to advise on UK products (SIPPs, ISAs, Offshore Bonds etc.)
  • Thought leadership in US/UK wealth planning
  • B Corp pioneer
  • Evidence based, systematically active investment philosophy

Best of All Worlds™

Throughout our journey we have listened to, and worked with, thousands of families to enable them to make choices on how they can live their best life.

We have gathered that data and experience and created a three-part program to help our families live a rich and thriving life.

We call it: Best of All Worlds™.

How we invest

Our academically driven approach guides us at every point in the investment process. It enables us to focus on financial science to build strategies that emphasise factors of the market that research shows have delivered higher returns over time.

Research

The funds we deploy apply rigorous research, leveraging academic insights and quantitative models to uncover market inefficiencies and identify robust investment opportunities.

Application

Next, we apply these insights by constructing diversified portfolios that are tailored to each clients’ specific goals and risk profiles, ensuring alignment with your long-term financial objectives.

Implementation

Finally, we focus on meticulous implementation, utilising bespoke technology and best practice to execute strategies tax-efficiently and cost-effectively. Through this disciplined and evidence-based approach, we strive to deliver consistent, superior outcomes for you and your family.

Our families

Over the past fifteen years, MASECO has reinvented the relationship between US, UK and global families and their global wealth.

Let’s use business as a force for good

MASECO is a proud founding company of the UK B Corp movement. As the first UK financial services B Corp firm, we are as passionate as our clients about Environmental, Social and Governance (ESG) investing and sustainability.

Book an appointment

We believe collaboration begins with a conversation. To book your introductory conversation with a MASECO financial advisor, please click on the button below to select an available time and date using the calendar.

Let's talk

Other ways to contact us

If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.

enquiries@masecopw.com

+44 (0) 207 043 0455
+1-888-MASECO1

The Kodak Building
11 Keeley Street
London WC2B 4BA

* Net Promoter Score is a measure used to gauge customer loyalty, satisfaction, and enthusiasm with a company, calculated by asking customers one question: “On a scale from 0 to 10, how likely are you to recommend this company to a friend or colleague?”

Experience the Best of All Worlds™