Creative Planning continues its global expansion, announcing plans last week to acquire MASECO, a London RIA with 123 employees and over $5 billion in assets under management. The deal, which requires regulatory approval, is the firm's second international acquisition in 2026.
"We're thrilled to have MASECO join Creative Planning," said Peter Mallouk, Creative Planning's president and CEO. "Their planning-led approach, client-first culture and expertise in integrating U.S., U.K. 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," he said.
Founded in 2008 during the global financial crisis, MASECO was created to help internationally mobile clients, including American families living abroad, navigate the complexities of cross-border wealth management, Creative Planning said.
"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," said Josh Matthews and James Sellon, MASECO co-founders and managing partners.
In January, Creative Planning acquired Swiss RIA Baseline Wealth Management Ltd., which had 14 employees and more than $1 billion in AUM.
As of Dec. 31, Creative Planning and its affiliates — SageView Advisory Group, United Capital Financial Advisors and Baseline Wealth Management Ltd. —
had roughly $700 billion in assets under management or advisement.
Creative Planning President and CEO Peter Mallouk. Courtesy photo
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