Creative Planning Has Agreed to Buy UK-Based RIA Maseco, Sources Say
Yahoo Finance·2025-12-18 21:39

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Creative Planning has signed an agreement to acquire a United Kingdom-based financial advisory firm with $4.8 billion in assets under management, according to sources with knowledge of the deal. Maseco Private Wealth, based in London, has clients in the U.K. and U.S., and specializes in working with expatriates from both countries. The U.K. firm worked with investment bank Houlihan Lokey on the ...