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Working with financial intermediaries.

MASECO was originally set up to work with US citizens in need of wealth planning and investment services on both sides of the Atlantic. Today we also support the needs of institutions, financial advisers, trusts and foundations based in the UK. Regulated by the FCA and the SEC, we are committed to delivering tax efficient and market leading US discretionary investment portfolios.

Are you a Trustee or foundation seeking a cohesive US/UK based wealth management strategy? Perhaps you are a UK financial adviser with US clients and would like guidance on the best way to support their multi-jurisdictional needs.

We provide a range of wealth management services customised to the diverse needs of globally minded investors: foundations, trusts and American private clients living in the US, UK, Europe and overseas.

Our wealth advisers draw on many years’ experience in private banking and asset management. They are well versed in the complexities of different jurisdictions, tax structures, currencies and investment styles.

From an investment perspective we build portfolios in-house, leveraging leading academic theory and high quality empirical evidence to create more robust investment portfolios for our clients.

If you don’t have the regulatory authorisations or specialist expertise to manage investments in-house for US clients, we are happy to discuss how we can support you. We can adopt a formal business relationship and be quite flexible in our approach.

To find out how we can support your wealth management needs, please get in touch or visit MASECO Insight on this website.

Click here to hear Cormac Naughten speak about an Overview of MASECO Institutional


Download our Whitepapers

10 Questions for US clients

10 Questions for US clients

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Challenges facing US clients

Challenges facing US clients

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Investment guidelines for trusts

Investment guidelines for trusts

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US and UK Mutual fund Danger

US and UK Mutual fund Danger

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