Creative Planning Enters London Market with Acquisition of Maseco LLP

Creative Planning establishes its second international affiliate, following the acquisition of London, England-based Maseco LLP. Photo credit: Will Crow.

Posted March 26, 2026

Overland Park-based Creative Planning announced its plans to acquire Maseco LLP, a firm headquartered in London.

Creative Planning’s acquisition deal is currently subject to regulatory approval. If the deal passes, the acquisition will add 123 employees and over $5 billion in assets under management to the wealth management firm.

“Their [Maseco’s] planning-led approach, client-first culture and expertise in integrating U.S., UK and offshore financial solutions align perfectly with Creative Planning’s philosophy,” Creative Planning CEO Peter Mallouk said in the release. “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.”

Founded in 2008, Maseco specializes in helping internationally mobile families navigate cross-border wealth management. The firm provides tax-efficient investment solutions across the U.S. and the UK.

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

This deal marks Creative Planning’s second international acquisition. In January, Creative Planning completed its first international acquisition of Swiss-based Baseline Wealth Management. Most recently, the firm has acquired Duncan & Haley, Ltd., a Seattle-based financial services firm with $660 million in assets under management.

Creative Planning and its affiliates have approximately $700 billion in assets under management or advisement as of December 31, 2025.