Ogier advises MASECO on its acquisition by US wealth manager Creative Planning

Ogier has provided Jersey and BVI legal advice to MASECO LLP, a London-based wealth management firm, in relation to its completed acquisition by Creative Planning, which owns one of the largest registered investment advisers in the US.

Founded in 2008, MASECO specialises in tailored wealth management strategies for US, UK and global families. It's the second international acquisition for Creative Planning, following the purchase of Switzerland-based Baseline Wealth Management in January 2026. The acquisition will add 123 employees and more than US$5 billion in assets under management to the firm.

The Ogier team advised MASECO on all Jersey and BVI aspects of the transaction, working alongside the company’s onshore counsel Herbert Smith Freehills Kramer. Partner Oliver Richardson led the team, with support from senior associate Chloe Watson-Hill and associate Hugo Reid.

Oliver said: "This transaction brought together Jersey and BVI elements within a wider international deal structure. It was great to work with the team at Herbert Smith Freehills Kramer – being able to provide coordinated Jersey and BVI legal advice from a European time zone enabled us to work closely with MASECO and its advisers throughout the process."