US Wealth Manager Buys UK's MASECO

Tom Burroughes

30 March 2026

Creative Planning, an RIA with about $700 billion in AuM, has acquired UK-based MASECO Private Wealth, or MASECO, a wealth advisor focused on helping clients with links to the US.

Creative Planning said the acquisition, which is subject to regulatory approval, will add 123 employees and more than $5 billion in AuM. This is Creative Planning’s second international acquisition, following the purchase of Switzerland-based Baseline Wealth Management in January.

The transaction, the financial terms of which were not disclosed, is expected to close in the second quarter of 2026.

The purchase of MASECO is another case of US-based groups buying into the UK's wealth management story, as seen in 2025 with Miami-headquartered Corient's purchase of Stonehage Fleming and Stanhope Capital, and the deal this year by Nuveen to buy London-listed Schroders. MASECO has, since its establishment in 2008, focused on working with HNW clients that have US links and who, as a result, find it difficult to access financial services and investments outside the US. The situation grew more severe after the FATCA tax compliance legislation was enacted by the Obama administration in 2010.

“This acquisition will extend our growing international footprint and expands our ability to deliver Creative Planning’s integrated wealth management model to more clients around the world, providing a fully coordinated platform of financial planning, investment management, retirement and estate planning, trust and tax services, and family office solutions,” Creative Planning president and CEO, Peter Mallouk, said.

“Their planning-led approach, client-first culture and expertise in integrating US, UK and offshore financial solutions align perfectly with Creative Planning’s philosophy. This acquisition will extend our growing international footprint and expands our ability to deliver Creative Planning’s integrated wealth management model to more clients around the world,” he said.

MASECO's co-founders and managing partners are Josh Matthews and James Sellon.

Spencer House Partners and Houlihan Lokey served as M&A advisors on the acquisition, and Paul Weiss and Herbert Smith Freehills Kramer served as legal counsel.