This Impact Report showcases how we live our values, from low-carbon-centric investing to advocating for meaningful change. We are actively working toward a more sustainable future, while acknowledging that there is always more progress to be made. Our journey is ongoing, but we take pride in the strides we’ve already taken.
Join us in making a difference, together.
In 2025, we raised over £9K to our chosen charities.
The MASECO team has a company-wide recovery and recycling program that covers paper, cardboard, plastic, compositing and glass and metal. Bins are clearly labelled throughout the office space, ensuring waste is disposed of efficiently and recyclable items are properly separated whenever possible.
In 2025, MASECO’s Culture Committee organised 4 company-wide events to support staff well-being and strengthen relationships among colleagues.
MASECO donated to six charities in 2025.
MASECO receives a Client Net Promoter Score for the year of 92%.
At MASECO, 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.
Our four pillars – Thriving Clients, Protected Planet, Resilient Communities, and Fact-Based Futures – form the foundation of this commitment.
We help clients build a lasting legacy by aligning their personal values with their long‑term financial plans through our client‑first approach.
Simultaneously, we are dedicated to minimising our environmental footprint, actively supporting our communities, and upholding the highest standards of governance.
This holistic framework ensures that every decision we make is values-driven, research-based, and focused on creating long-term value for our clients, our communities, and our planet.
“We embrace sustainability because we want our values to shine through in what we do every day as opposed to just in our personal lives. It is a signal to our employees, clients and industry peers that we strive to manage and operate our business in an ethical and environmentally responsible manner, which is at the heart of what we do. This also influences the way we support charities, as well as the way we invest, all while promoting the standards of accountability that upholding our environmental and social responsibilities represents.
For example, whenever we onboard a new household, we make a charitable donation as part of our commitment to social responsibility. In 2025, we were proud to support the Woolf Institute through this initiative, an organisation dedicated to promoting understanding between Jews, Christians, and Muslims through education, research and dialogue. We also support local charities such Providence Row and LondonSports, which are detailed in this report.”
Josh Matthews, Co-Founder and Managing Partner
Sustainable businesses prioritise people. This involves creating fulfilling jobs, fostering a great culture, upholding human rights, and supporting employees. At MASECO, we are dedicated to continual growth and the development of our people, culture, and global impact. Our guiding principles underpin this commitment, promoting fairness and clarity in expectations for all employees.
Our ethos revolves around ‘Freshness and Fairness’, offering comprehensive support to our employees’ overall well-being, encompassing physical, financial, mental, spiritual, and family health.
In 2025, we continued to make good progress across the following areas:
1. Recruitment and Personal Development
In 2025, MASECO’s HR team continued to develop on career development and progression pathways to support career advancement.
Externally
Internally
2. Culture Committee
At our firm, we understand the pivotal role that a supportive and cohesive office culture plays. To champion this cause, we have a robust Culture Committee. This is a dedicated team of employees drawn from various departments who gather monthly to brainstorm innovative ways to unite our colleagues.
The Culture Committee operates under the stewardship of an appointed leader, who is distinct from the senior management team. This structure is intentional to ensure that the inspiration for new programmes emanates from diverse levels within our organisation, democratising the process and enriching the cultural fabric of our workplace.
Over the past year, the committee has delivered meaningful impact across our people, the environment, and the wider community. Initiatives have ranged from activities that strengthen team connections to campaigns that raise awareness and funds for our chosen charitable causes.
Wellbeing & Engagement
Throughout the year, MASECO’s Culture Committee delivered a programme of wellbeing initiatives designed to support mental, physical and social health. This included seasonal morale-boosting initiatives during the winter months, firmwide movement and activity challenges aligned to Mental Health Awareness Month, and participation in national awareness and fundraising campaigns such as Movember. The committee also created regular moments of enjoyment through informal office treats and sustained opportunities for physical activity, including team sports and running groups. Together, these activities encouraged connection, healthy habits and open conversations around wellbeing, reinforcing a culture where people feel supported, engaged and valued.
Culture & Wellbeing
The Culture Committee plays an active role in supporting employee wellbeing by creating regular opportunities for people across the firm to connect outside of day-to-day work. Over the year, the committee delivered four firmwide social initiatives, designed to encourage connection, relaxation and shared experiences. These moments brought colleagues together in informal settings, helping to strengthen relationships across teams, celebrate achievements, and provide a healthy balance to working life. Collectively, these initiatives contribute to a positive, inclusive culture that supports morale, collaboration and overall wellbeing.
3. Health and Wellbeing
At MASECO, we’re committed to fostering a work environment where our team members thrive both personally and professionally. Our extensive range of benefits is tailored to nurture the health and happiness of our staff. From complimentary eye exams and allowances for glasses, to comprehensive private medical and income protection insurance.
When it comes to financial support, we understand the importance of making life outside of work easier for our team. That’s why we offer season ticket loans for commuters, a first-home mortgage bonus to help you onto the property ladder, and life assurance for peace of mind.
In 2025, we continued to build on our commitment to enhancing workplace culture, launching several new initiatives designed to support our team’s wellbeing and professional growth. Key developments for 2025 include:
Safeguarding the environment is not only vital to maintaining the health of our planet, but it’s also essential for the prosperity of present and forthcoming populations. The dialogue around carbon neutrality is gaining momentum, and our efforts to diminish our carbon emissions are steadfast. Ethical considerations aside, keeping track of our consumption patterns helps us to recognise our wastage and manage our resources with greater efficacy. We’ve achieved considerable cutbacks in our consumption of paper, usage of courier services, and electricity utilisation.
Additionally, our commitment to reducing our carbon footprint is complemented by a robust recycling strategy. We use 100% recycled paper and strive to repurpose items that can serve a second life. Our recycling programme currently encompasses paper, cardboard, glass, cans, and particular plastics such as milk containers. Recycling facilities are strategically placed throughout our premises, each marked with clear signage to encourage easy participation.
Our dedication to recycling is resolute; it significantly reduces the amount of waste sent to landfills and plays an important role in saving energy, curbing pollution, and reducing expenses.
We operate from a workplace where environmental responsibility is embedded into the building’s design and operation. The space incorporates features such as a green roof to support urban biodiversity and has been developed to high sustainability and wellbeing standards, including leading environmental and workplace health certifications. The building’s strong energy performance reflects a commitment to energy-efficient redevelopment, particularly within the constraints of a heritage property.
Last year, the Kodak Building set an ambitious sustainability vision focused on becoming a zero-waste site by adopting circular economy principles. This approach emphasises preventing waste, reusing materials and increasing recycling. It reduces environmental impact while also improving operational efficiency, lowering costs and cutting carbon emissions. Through a partnership with Recorra, the building benefits from a zero to landfill guarantee, with 98% of recycling processed in the United Kingdom and 100% within Northern Europe. The building has set a recycling target of 75%, which exceeds the UK Government target of 65% for 2035.
Recorra supports the building and its tenants through regular waste audits, tailored recycling strategies and on site training for cleaning teams. Last year each office received a bespoke improvement plan based on site visits that assess waste streams, bin layouts and signage across all office areas. Comprehensive reports then set out clear recommendations for improvement.
Waste awareness was further strengthened through engagement sessions, including short waste stream walk throughs on every floor. These sessions reinforce correct recycling habits and encourage tenant involvement.
Beyond environmental performance, the Kodak Building uses its space to support the community. Pop up fairs provide a platform for local entrepreneurs and small businesses. During Net Zero Week, a seed planting competition encouraged sustainable thinking and saw strong participation from tenants including PubMatic and Curzon. Fundraising efforts have also made a positive contribution, including raising 250 pounds for the Royal British Legion Poppy Appeal and donating a full bag of coats to the Wrap Up London campaign.
Together, these initiatives demonstrate the Kodak Building’s commitment to sustainability, tenant engagement and meaningful community impact.
At MASECO we are committed to making a difference in the communities in which we live and work. Working together with our communities can create positive change and build a brighter future for everyone.
Our communities are important to us, and they are stronger when we all work together. We believe in giving back and are committed to making a difference. We are proud to support organisations that positively impact the community.
As a firm, we are committed to being good corporate citizens. We encourage our employees to get involved in their local communities and offer opportunities for them to do so. We also centrally support several local and national charities, detailed within this paper.
We are proud to support several initiatives that help improve the lives of those around us. Our support of the community is not limited to sourcing locally and supporting local businesses but also includes sponsorship and fundraising for a number of different charities, as well as volunteering days being provided to our staff.
LondonSports
MASECO supports fundraising efforts for LondonSports, the UK’s largest youth baseball and softball league.
For many years we have been the lead sponsor of the league and have organised and hosted charity softball tournaments. In 2025, we hosted our 7th charity event in aid of, and in partnership with, LondonSports. This event was co-sponsored by various other firms in the US/UK ex-pat service business sector, all of whom were recruited by us as sponsors.
Over the years, the tournament has raised more than £1000,000 for LondonSports and, in 2025 the event achieved its highest turnout to date, generating £12,784.10 for LondonSports.
We try and help others where we can…
As part of our commitment to social responsibility, we make a charitable donation for every new household we onboard. In 2025, we were proud to support the Woolf Institute with a total contribution of £ 8,415.00. Established in 1998 and based in Cambridge, the Woolf Institute is a leading academic centre dedicated to the study of interfaith relations among Jews, Christians, and Muslims. With strong ties to the University of Cambridge, the Institute offers educational programmes, conducts research, and engages in public discourse to promote understanding, tolerance, and social cohesion across different faith communities.
Other Charitable Donations
Throughout the years, our unwavering commitment to social responsibility has shone brightly. We’ve consistently stepped up as supporter of numerous charitable organisations, by contributing both monetarily and dedicating our time to volunteer work.
In the year 2025 alone, our collective efforts were met with resounding success as MASECO proudly amassed over £9,000 for various charities, a testament to our team’s generosity and the collective power of charitable giving.
Alongside our work with the Woolf Institute and LondonSports, we provided support to the following causes:
We don’t stop there.
We try and help as many people as we can. The graph shown demonstrates our donations for the period 1 January 2025 – 31 December 2025.
Without our clients, we are nothing. Making a positive difference in their lives is our top priority and we work hard to consider what they want and not just what will make us a profit. As well as taking on board positive feedback, we also listen when they let us know how to do better. We have a Client Experience Committee that meets quarterly to manage and implement change, based on client feedback.
We are passionate about delivering high quality investment management and wealth planning, combined with exceptional client service. We offer our clients an ongoing service where our Wealth Managers are always on hand for any queries or concerns that they may have. We regularly review our clients’ portfolios and maintain a robust financial plan to ensure they are on track to meet their longer-term financial goals.
In 2025, we delivered four bespoke client events designed to strengthen engagement and create meaningful touchpoints throughout the year. Alongside our festive client gatherings, we hosted two core programmes that returned due to strong demand: the Rising Generation: Wealth Management and Investing Workshop and our Philanthropy Roundtable. The Rising Generation workshop equipped younger family members with the financial understanding needed to make informed and confident decisions. Delivered by our internal specialists and supported by tax experts from Blick Rothenberg, the session offered practical tools that promote long term financial resilience. We continued our partnership with the Charities Aid Foundation to host a dedicated philanthropy roundtable, highlighting how values‑led giving can strengthen intergenerational relationships and encourage meaningful involvement from younger family members. The session demonstrated, through expert insight and real examples, how structured frameworks and personal connection can drive effective philanthropy, including in emerging areas such as environmental giving.
Net Promoter Score is a measure used to gauge customer loyalty, satisfaction, and enthusiasm with a firm, calculated by asking customers one question: “On a scale from 0 to 10, how likely are you to recommend MASECO to a friend or colleague?”
Thank you for taking the time to read our impact report. We are proud of the progress we have made so far, but we know that there is still a lot of work to be done. We hope that by sharing our data and insights we can continue to engage with our clients, people and stakeholders to make a positive impact on the world.
We welcome your feedback and hope that it sparks necessary conversations that bring about meaningful change.
Thank you for helping us create a better future!
