Founded in 2008 by Josh Matthews and James Sellon, the story of MASECO is punctuated by firsts. Continually breaking new ground, MASECO is proud to be a pioneer in: leveraging a US platform; securing tax efficient funds in both the UK and the US; providing US, UK, and Offshore Custody services; and introducing IRAs, 529s, and SIPPs for US families in a single offer. In 2013, MASECO became the first financial UK B Corp, solidifying its commitment to responsible business practices. In the same year, Josh and James successfully lobbied the FCA (UK Regulator) to create a carve out for US families in order for them to continue to be able to invest in US mutual funds.
MASECO have enabled thousands of families to achieve outcomes that were either labelled too complex, or did not exist before. Through the implementation of tax-efficient strategies, academically driven investment theory and proprietary cross-border products, MASECO have reinvented the relationship between US and UK families and their global wealth.
Every step of the way, we’ve supported high and ultra-high-net-worth US and UK families to flourish around the world, with tax efficient solutions and strategies tailored to each client’s unique circumstance.
MASECO is driven by an evidence-based approach and award-winning multi-jurisdictional expertise, delivered by intensely dynamic and intellectually rigorous experts. In short, we provide the niche insight and guidance necessary to enable our clients to navigate their wealth, their way.
While we are immensely proud of our story so far, we always strive to realise a better future.
MASECO Private Wealth is born
Josh Matthews and James Sellon (and two other founders at the time) created MASECO Private Wealth in June of 2008, to serve the investment and wealth planning needs of US and global citizens.
Awards & Recognition
MASECO wins PAM Award for Investment Product and Service Innovation, with the Managing Partners making the Outstanding Young Private Bankers List (Private Banker International).
B Corp Pioneer
In December, MASECO was the first UK financial services firm to be awarded B Corp. or “benefit corporation” certification.
James Sellon wins Spear’s High-Net-Worth Asset Manager of the Year
MASECO Asia is founded
Andrea Solana named Woman of the Year – Women in Financial Advice Awards
Josh Matthews wins Spear’s High-Net-Worth Asset Manager of the Year
Josh Matthews wins Citywealth Magic Circle Awards Private Banker of the Year
MASECO wins bronze in the Financial Advisory Firm of the Year category at the Magic Circle Awards
MASECO wins gold in the Financial Advisory Firm of the Year category at the Magic Circle Awards
MASECO wins gold in the Financial Planning Firm of the Year – Boutique Category at the Magic Circle Awards
MASECO relocates head office to the Kodak Building, Covent Garden, WC2
MASECO surpasses $3bn assets under management
If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.
* 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?”
