Our expertise comes from an unparalleled position of first-hand experience and real understanding.
In 2008, our founders believed that there was a better way to serve the needs of high-net worth and ultra-high net worth US families living overseas.
Today, we stand at the nexus of analytical research and immersive wealth planning – bringing vast international experience, unique investment insight and the broadest network of specialists to our US, UK and global client families’ lives.
Your goals guide everything we do. We understand that navigating your wealth the way you want takes more than a plan – it requires a partner. We specialise in creating deep, fiduciary relationships where our clear investment pathway and unique evidence-driven approach provides the clarity and reassurance you need to focus on the journey ahead.
UK/US focused and tailored to your distinct multi-jurisdictional needs, our powerful three-step program – Best of All Worlds™ – plans and maps a clear, data-driven pathway.
Backed by over 15 years of multi-jurisdictional financial expertise, comprehensive quantitative and qualitative analysis drives MASECO’s methodology. Data underpins our academic approach to systematically active investing – leveraging returns while managing risk – delivering a researched, systematic approach implemented consistently across asset classes and the globe.
We work with trust, transparency and openness. We believe that when your life is guided by a sound plan, you can achieve great things.
With your goals as our guide, our commitment to always do what’s right for our clients sets us apart.
We know that phenomenal client service and enduring success lies in having a strong culture and outstanding employees who live our values.
In a fast-moving and increasingly complex global financial landscape, our success depends on how adeptly we adapt, but equally, how faithfully we adhere to our core values. To act with integrity and responsibility at all times, while supporting the growth of our US, UK and global client families.
Over the last fifteen years 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™.
MASECO’s mission is to make a difference. We operate on the guiding principle that the future of wealth management is intrinsically linked to a sustainable future for all.
We believe in sustainability’s potential to be a powerful driver of innovation, growth, resilience, and competitive advantage.
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*The firm participates in industry award programmes relating to the provision of its investment services and in connection therewith the firm may be required to pay an administration fee for the submission of its application. Where such payments are made, they will be nominal in value and will not be in exchange for any form of guarantee or promise that the firm will receive the award for which it has applied. The firm only participates in award programmes where there is an independent panel of judges.
If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.