Client login

Services.

We develop and implement tax efficient investment and global wealth strategies for families, trusts and foundations based in the UK, America or abroad. Our aim is to deliver peace of mind through expert advice designed to simplify and tackle the complexities associated with complex cross-border wealth management.

Our partners and wealth advisers devise strategies customised to your specific needs. We invest globally and arrange for the custody of client assets with the most reputable firms across various jurisdictions, including the US, UK, Switzerland and Singapore, to optimize portfolios from a tax, currency, cost and investment perspective.

At MASECO Private Wealth we passionately believe we can have a social impact on the world, by helping you to invest in a manner that is consistent with your principles and values. This is known as sustainable or impact investing. Your wealth adviser will guide you through our BlendedValuesFramework™ when you meet.

We optimize these strategies where appropriate, we will collaborate with advisers and other professionals who work with US and non-domiciled clients in need of cross-border advice and wealth management services. You can find out more below.


Select the area you are interested in

Wealth Management for Americans

Wealth Management for Americans

You are a US taxpayer living either in the US or would like to learn more about how MASECO can help you with US tax efficient, cost effective and compliant investment strategies. Learn more  >

Wealth Management for UK investors

Wealth Management for UK investors

You are a UK resident and either domiciled in the UK or abroad. You would like to learn more about how MASECO can help you to invest your wealth and plan for the future. Learn more  >

Working with financial intermediaries

Working with financial intermediaries

You are either a financial adviser, trustee or foundation and would like to learn more about how MASECO can invest and manage assets on behalf of your American clients. Learn more  >

Advanced Planning – USWealthProtect™

Advanced Planning – USWealthProtect™

You are a US or UK resident individual with protection planning needs and are interested in learning more about how MASECO can help you and your family. Learn more  >

Impact and sustainable investing

Impact and sustainable investing

You are interested in learning more about how MASECO can help you express your personal values through investing. We do this through our proprietary BlendedValuesFramework™. Learn more  >