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™.
We believe the only way to achieve progress is to be it. MASECO is a proud founding company of the UK B Corp movement.
As the first UK financial B Corp, we sit at the forefront of values driven decision-making that considers our clients, the environment and the world around us.
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If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.
