Maseco Private Wealth
MASECO Private Wealth is a London-based private wealth management firm specialising in serving high- and ultra-high net worth clients with cross-border financial needs, especially those bridging the U.S. and the U.K. With US$ 1,000,000 minimum portfolio requirements, MASECO positions itself as a partner for those navigating the complexities of multi-jurisdictional wealth.
At its core is a three-pronged philosophy called “Best of All Worlds”, which blends rigorous academic research, bespoke implementation, and disciplined stewardship to deliver tax-efficient, evidence-based investment strategies. The firm is FCA authorised and SEC registered, enabling it to advise on US and UK financial instruments (e.g. IRAs, SIPPs, ISAs) and hold custody in either domestic or offshore jurisdictions.
MASECO underscores its commitment to long-term client relationships: reporting $ 4.8 billion in assets under management, over 60 industry awards, and a 91% Net Promoter Score (measuring client loyalty) as of September 2025.
The firm also embraces sustainability as a guiding principle, viewing responsible investment as both an ethical imperative and a source of long-term value creation.
In short, MASECO aims to simplify the financial lives of globally mobile clients by marrying deep expertise in US/UK tax, investment, and regulatory environments with a personalised, research-driven approach.
Asset under management
£3.68 billionEstablished
2008Employees
130Private client
80Min. Account size
£750k
Financial Planning
At MASECO Private Wealth, financial planning is about more than numbers, it is about helping clients live the life they want with confidence and clarity. Our experienced advisers take a holistic view of each client’s goals, structuring their finances across borders to ensure their wealth works efficiently and tax-effectively.
From cash flow modelling and retirement planning to estate strategies and philanthropic giving, they design tailored solutions that evolve as circumstances change. By combining US and UK expertise with evidence-based advice, they help clients make informed decisions today that secure their tomorrow.
Investment Management
MASECO Private Wealth's investment philosophy is grounded in academic evidence and disciplined execution. They believe that long-term success comes from strategic asset allocation, cost efficiency, and global diversification, not from speculation or market timing.
Their team builds tailored, tax-efficient portfolios designed to reflect each client’s goals, risk tolerance, and cross-border needs. By combining US and UK expertise with institutional-quality investment solutions, they help clients preserve and grow their wealth with confidence and consistency.
Through their “Best of All Worlds” approach, MASECO brings together intelligent design, rigorous implementation, and thoughtful stewardship to deliver lasting value and peace of mind.
Start the journey to your financial well-being
