Creative Planning has acquired a London-based registered advisory firm, boosting the RIA’s international footprint. 

Through the acquisition, UK wealth manager Maseco Private Wealth, which was founded in 2008, adds over $5 billion in assets under management and brings 123 employees to Creative Planning, the RIA said. Maseco Private Wealth also has an office in New York City. 

Joshua Matthews and James Sellon, who were both previously affiliated with Citigroup’s Salomon Smith Barney, serve as the owners and managing partners of the firm, according to the firm’s recent Securities Exchange Commission filings. 

“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, Creative Planning’s CEO and president, said. 

MASECO specializes in financially advising U.S. citizens and international families and offers financial planning and investment management for about 1,300 high-net-worth and ultra-high-net-worth clients. 

This is Creative Planning’s second international acquisition, following its acquisition of Swiss-based RIA Baseline Wealth Management, which manages over $1 billion in assets under management, and boosts Creative Planning’s presence in Geneva and Zurich. 

Earlier this month, Creative Planning also added Seattle-based Duncan & Haley, which oversees about $660 million in assets under management. 

Creative Planning sold a minority stake to private equity firm TPG in 2024 and joins existing investor General Atlantic, which made a minority investment in 2020. 

The firm says it has more than $700 billion in combined assets under management and advisement across all 50 states and 90 countries as of December 31.