Maseco Private Wealth

Damian Barry, Partner and Chief Investment Officer, leads the investment function. He oversees a systematically active, evidence-based process that builds multi-currency portfolios using US, UK, and offshore custody. Barry’s team applies academic research to factor selection and implementation, with the goal of delivering tax-efficient outcomes tailored to individual client goals and risk profiles.

Maseco operates as a privately held partnership with sixteen partners, most of whom serve as Senior Wealth Managers. It is authorized and regulated by the UK Financial Conduct Authority and registered with the US Securities and Exchange Commission. This dual-registration structure allows Maseco to directly advise on US-situs and UK-situs assets from a single entity, avoiding the need for separate advisory firms in each country.

Maseco asks potential clients to confirm an investable portfolio of more than $/£1,000,000 before booking an introductory conversation. The firm focuses its advisory model on high-net-worth and ultra-high-net-worth families whose wealth spans US and UK jurisdictions. Prospects below that threshold are directed away from the service on the firm’s website.

The firm’s core client segments are US families living in the UK, UK families living in the US, and globally minded families with assets in either or both countries. Maseco’s investment and planning infrastructure is built around multi-currency, multi-jurisdictional tax and custody needs. While it may accept other international clients, its expertise is concentrated on this transatlantic niche.

It is Maseco’s proprietary three-part advisory framework, layered on top of its investment management. The program incorporates life planning, data-driven goal mapping, and wealth structuring meant to align financial assets with family priorities. Maseco says the framework was developed from over fifteen years of working with several thousand cross-border families.

Maseco offers custody options in the United States, the United Kingdom, and offshore, with the ability to hold and report in dollars, sterling, and euros. Portfolios are constructed and reported on a unified basis, which removes the need for separate US and UK custodian statements. The multi-currency capability means clients can receive a single consolidated view of their global wealth.

Maseco Institutional sits within the same legal and regulatory entity, led by Partner Cormac Naughten. It extends the firm’s cross-border investment and advisory capabilities to institutional clients. The division benefits from the same dual-registration framework and evidence-based investment philosophy used for the private-client business.