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.

Business Development

Business Tools

MASECO Private Wealth

Josh Matthews

Claudia Kelly

Marc Cane

Nicola Roigard

Rebecca P.

Adrian Edwards

James Smart

Damian Barry

The Leadership Team at MASECO Private Wealth is responsible for steering the strategic direction and overall management of the company. This team, composed of the Chief Operating Officer, Co-founder and Managing Partner, and Chief Investment Officer, ensures that MASECO’s mission of providing comprehensive and tax-optimized wealth management strategies is upheld. They lead the organization with a focus on maintaining trust, integrity, and open communication with clients, while also promoting the company’s core values and Certified B Corporation principles.

Leadership Team

Wealth Management

Compliance Team

Human Resources Team

Leadership Team

About

Team members

Other teams at MASECO Private Wealth

Wealth Management

Compliance Team

Human Resources Team