We specialise in expat wealth management, simplifying complex financial lives for those living abroad. Our tailored, scientific wealth strategies are designed to help you reclaim your time and minimise unnecessary stress. Whether it’s exploring new horizons, achieving lifelong ambitions, or settling into your new home, we aim to provide clarity and peace of mind for you and your family.
Our specialised UK/US expertise sets us apart, enabling us to achieve wealth outcomes that are likely out of reach for others. As pioneers in cross-border wealth management, we believe no-one better understands the unique issues you and your family will face in the US. It is the reason why other financial firms look to MASECO for help servicing their expat UK clients; and why we concentrate on mastering multi-jurisdictional wealth management – because we know precisely how jurisdictions are complex, ever-changing, and require constant vigilance. Our expertise ensures clients benefit from the guidance of a financial advisor for expats who truly understands their cross-border challenges.
“One stop shop.”
MASECO Client, June 2025*
Many of our UK families approach us in the pre-relocation phase, seeking financial planning for when they become a UK citizen living in the US. Others come to us when they fully realise the financial complexities of their move.
Whatever stage you are at in your journey, our Best of All Worlds™ process has been designed to place you in a position of strength – where your financial affairs are aligned with your life goals; your legal and tax implications are expertly addressed; your portfolio is built using industry leading investment theory.
At MASECO, we excel at controlling complex situations across multiple advisers and experts. It’s why increasingly, families are turning to us for the custodial oversight we can execute on their behalf. In an ever more complex financial landscape, avoid the potential chaos of in-house custody and realise a relationship that simplifies your life while safeguarding your wealth.
We are so much more than a wealth manager. We are a trusted partner, adviser, and friend to you and your family.
At MASECO, we tailor the amount of information we give to our clients to suit their preferences. If you want a broad overview and the pertinent headlines, that’s perfectly fine. If you prefer a more granular approach and a deeper dive into the machinations of your portfolio, we look forward to rolling up our sleeves with you. In short, we’re your trusted voice.
Planning the American dream or staying for the long haul, as a British family living across the pond, almost nothing related to your financial affairs is easy. Read our guide to the most common complexities associated with having a financial life that spans both the UK and the US.
US Social Security and UK State Pension benefits often form a cornerstone of an individual’s retirement planning strategy providing a foundational source of income that will supplement other retirement savings. However, they can be difficult to navigate for expat individuals.
If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.
* The firm uses testimonials regarding its services which it receives from its clients, they are based on the client’s experience of working with MASECO. It does not make any payments in return for such testimonials.”