Creative Planning has announced the acquisition of MASECO LLP, a London-based registered investment advisor, in a deal that strengthens its international footprint and enhances its cross-border wealth management capabilities.
The transaction, which remains subject to regulatory approval, will add 123 employees and more than $5 billion in assets under management to Creative Planning’s platform. The deal marks the firm’s continued push into global markets, following its recent acquisition of Switzerland-based Baseline Wealth Management Ltd.
Founded in 2008, MASECO specializes in advising U.S. citizens and internationally mobile families, offering tax-efficient investment solutions across the U.S., U.K., and offshore jurisdictions. Its services are designed to address the complexities of cross-border financial planning, particularly for high-net-worth clients living abroad.
Creative Planning, one of the largest registered investment advisors in the U.S., provides integrated wealth management services including financial planning, investment management, retirement and estate planning, tax advisory, and family office solutions. As of the end of 2025, the firm reported approximately $700 billion in assets under management or advisement.
The acquisition is expected to combine MASECO’s cross-border expertise with Creative Planning’s scale, technology, and global capabilities, expanding the range of services available to international clients.
KEY QUOTES:
“We’re thrilled to have MASECO join Creative Planning. Their planning-led approach, client-first culture and expertise in integrating U.S., 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, providing a fully coordinated platform of financial planning, investment management, retirement and estate planning, trust and tax services, and family office solutions.”
Peter Mallouk, President And CEO, Creative Planning
“MASECO was founded as a planning-led, highly tax-aware wealth management firm designed so that investment management and financial planning work seamlessly together with the aim of delivering superior outcomes for U.S. and internationally mobile clients. Creative Planning shares a similar philosophy, fiduciary culture, evidence-based approach to investing, and commitment to delivering a truly integrated wealth management experience for clients. By combining MASECO’s cross-border expertise with Creative Planning’s scale, technology and global capabilities, we believe we can not only continue delivering the high level of service our clients expect but also raise the standard of advice and broaden the range of services available to U.S. citizens and international families living outside the United States.”
Josh Matthews And James Sellon, Co-Founders And Managing Partners, MASECO LLP
