At MASECO we provide expert guidance to UK residents and foreign nationals to simplify and support their cross-border wealth management needs.

Our people are from varying backgrounds: many have been working with American citizens living in the UK for fifteen years, others are foreign nationals themselves living and working in London. Therefore we have a deep understanding of US/UK issues and know what it means to immerse yourself in one of the most diverse cities in the world. 

Adopting a holistic approach, we can help you to achieve your financial goals through careful planning and the implementation of rational, practical and tax optimised wealth management strategies. 

We deliver comprehensive wealth management and investment advice to clients with relationships based on trust, open communication and integrity. Our mission is built on the desire to give peace of mind to US families through guidance on how to simplify their cross-border needs. 

We use our core values as our internal guidelines because we know that when combined, they provide the framework around the decision-making process. That by taking this approach it helps us to develop, our clients achieve their goals, and together provide a consistent message globally. 

MASECO is proud to be a Certified B Corporation, the very first wealth management firm in the UK to achieve this certification. If you don’t already know, B Corporations are companies that use the power of business to help solve social and environmental problems. There are currently over 920 B Corps from 60 industries in 29 different countries.

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MASECO Private Wealth

MASECO Private Wealth's headquarters in London, United Kingdom

This department focuses on managing client relationships and ensuring satisfaction through effective service delivery.

Client Services

The Wealth Management team at MASECO Private Wealth specializes in providing comprehensive financial planning and investment advice to UK residents and foreign nationals, particularly focusing on the unique cross-border needs of American citizens living in the UK. The team adopts a holistic approach to help clients achieve their financial goals through careful planning and tax-optimized strategies. By fostering relationships based on trust, open communication, and integrity, they aim to offer peace of mind and simplify the complex financial landscapes of their clients.

Wealth Management

This department focuses on developing and implementing marketing strategies to promote products and services.

Marketing Department

The Compliance Team at MASECO Private Wealth ensures that the company's operations align with regulatory requirements and internal policies, particularly focusing on cross-border financial regulations between the US and UK. This team mitigates risks, conducts thorough checks, and provides guidance to ensure adherence to legal standards, thereby safeguarding the firm's integrity and trustworthiness in client relationships.

Compliance Team

This department manages customer data and oversees the implementation of CRM systems to enhance customer interactions and reporting.

Customer Relationship Management

The Human Resources Team at MASECO Private Wealth is responsible for managing employee recruitment, development, and welfare. This includes attracting top talent, supporting staff through training and career advancement, and ensuring that company policies reflect MASECO's commitment to its core values and B Corporation standards. They also focus on fostering an inclusive and supportive work environment that aligns with the company's mission of providing peace of mind through exceptional service.

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Wealth Management

Marketing Department

Compliance Team

Customer Relationship Management

Human Resources Team