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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MASECO PRIVATE WEALTH

MASECO LLP, CRD 147686

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c277da8b-2f7b-fabf-76b1-4f047886e07b

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 10
On other graphs: 0
Observed: Feb 24, 2012 to Aug 7, 2026
58 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $5.0BItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.7B
Private client RAUM: $4.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $708Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 129
Advisory employees: 24
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5,421
Individual clients: 2,723
High net worth clients: 720
SEC number: 801-69385
CIK: 2074052
CRD: 147686
Filings on the tape: 58
First filed: Feb 24, 2012
Latest filed: Aug 7, 2026
Organised: Limited Liability Partnership

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSHUA ELI MATTHEWS	n/a	London	15	28	n/a	no
DAVID RORY DORMAN	n/a	London	13	17	1	no
ANDREA LAUREN SOLANA	n/a	London	8	20	1	no
MARK E SCHER	n/a	HONG KONG \| Hong Kong \| LONDON	2	24	1	no
ASHLEY JO SCHER	Certified Financial Planner	Hong Kong \| LONDON \| HONG KONG	2	19	1	no
JAMES ROBERT DUNDAS SELLON	Chartered Financial Analyst	London	0	18	1	no
George Fisk	n/a	London	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUE FIN PROPERTIES LIMITED	FOREIGN LIMITED COMPANY	C	yes	10/2011	Aug 7, 2026	Aug 7, 2026
Cane, Marc, Simon	CHIEF COMPLIANCE OFFICER	Na	yes	04/2024	Aug 7, 2026	Aug 7, 2026
CP BRITANNIA BIDCO LIMITED	FOREIGN LIMITED COMPANY	D	yes	06/2026	Aug 7, 2026	Aug 7, 2026
MATTHEWS, JOSHUA, ELI	MANAGING DIRECTOR, UK AND EUROPE	Na	yes	09/2008	Aug 7, 2026	Aug 7, 2026
SELLON, JAMES, ROBERT DUNDAS	MANAGING DIRECTOR, UK AND EUROPE	Na	yes	06/2008	Aug 7, 2026	Aug 7, 2026
Benson, Andrew	Partner	Na	yes	04/2022	Jun 21, 2022	Sep 20, 2024
DORMAN, DAVID, RORY	PARTNER, FINANCIAL ADVISOR	A	yes	04/2015	May 11, 2015	Sep 20, 2024
Findlater, Henry, Quentin Alexander	PARTNER, FINANCIAL ADVISOR	Na	yes	04/2016	Apr 6, 2017	Sep 20, 2024
FLONAES, TORGEIR	Partner	Na	yes	04/2020	Jun 23, 2020	Sep 20, 2024
Howison, Edward, Alistair	Partner	Na	yes	04/2022	Jun 21, 2022	Sep 20, 2024
PARSONS GREEN CAPITAL LIMITED	FOREIGN LIMITED COMPANY	E	yes	04/2023	Aug 5, 2024	Sep 20, 2024
SOLANA, ANDREA, LAUREN	Partner	Na	yes	04/2020	Jun 23, 2020	Sep 20, 2024
THE DELVINO FAMILY TRUST	FOREIGN TRUST	E	yes	04/2011	Aug 5, 2024	Sep 20, 2024
PARKER, JAMES, WALKDEN	FOREIGN LIMITED COMPANY	F	no	05/2015	Jun 27, 2018	Sep 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MASECO ASIA LIMITED	n/a	Independent wealth	$106M	N	yes	n/a
MASECO ASSET MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 16, 2025	$3.3B	$2.3B	109	23	0	n/a	n/a
2023	Jun 27, 2023	$2.7B	$1.9B	92	19	0	n/a	n/a
2022	Jun 21, 2022	$2.4B	$1.5B	80	18	0	n/a	n/a
2021	Jun 24, 2021	$2.2B	$1.4B	70	17	0	n/a	n/a
2020	Jun 23, 2020	$1.6B	$465M	62	14	0	n/a	n/a
2019	Jun 26, 2019	$1.6B	$509M	62	14	0	n/a	n/a
2018	Jun 27, 2018	$1.6B	$498M	55	11	1	n/a	n/a
2017	Apr 6, 2017	$1.2B	$324M	10	10	n/a	n/a	n/a
2016	Jun 14, 2016	$1.1B	$313M	11	11	n/a	n/a	n/a
2015	May 11, 2015	$898M	$341M	8	8	n/a	n/a	n/a
2014	Jun 4, 2014	$862M	$305M	7	7	n/a	n/a	n/a
2013	Jun 6, 2013	$644M	$228M	7	7	n/a	n/a	n/a
2012	May 14, 2012	$490M	$174M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$5.0B	$2.7B	85.2%	$2.2B	31.3%	129	92	0	0

Relationships

Affiliated with (2)

→ MASECO ASIA LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← MASECO ASIA LIMITEDRegistered adviserother investment adviser, common control
factForm ADV

Registered with (8)

← George FiskAdvisorregistration: current employment
Mar 27, 2026 to presentfactForm ADV
← ASHLEY JO SCHERAdvisorregistration: previous registration
May 3, 2010 to Dec 18, 2012factForm ADV
← MARK E SCHERAdvisorregistration: previous registration
Apr 28, 2011 to Dec 18, 2012factForm ADV
← JAMES ROBERT DUNDAS SELLONAdvisorregistration: previous registration
Oct 21, 2010 to Dec 18, 2012factForm ADV
← ANDREA LAUREN SOLANAAdvisorregistration: current employment
Jan 17, 2018 to presentfactForm ADV
← DAVID RORY DORMANAdvisorregistration: previous registration
Sep 24, 2010 to Dec 18, 2012factForm ADV
← JOSHUA ELI MATTHEWSAdvisorregistration: current employment
Jul 27, 2011 to presentfactForm ADV
← KATHARINE MASSEY SMITHAdvisorregistration: previous registration
Apr 16, 2010 to Jul 6, 2012factForm ADV

Controls (11)

← MATTHEWS, JOSHUA, EOwnerMANAGING PARTNER, FINANCIAL ADVISOR, ownership code A, individual
Feb 24, 2012 to Sep 20, 2024factForm ADV
← SOLANA, ANDREA, LAURENOwnerPARTNER, ownership code NA, individual
Jun 23, 2020 to Sep 20, 2024factForm ADV
← SELLON, JAMES, ROBERT DUNDASOwnerMANAGING PARTNER, FINANCIAL ADVISOR, ownership code C, individual
Feb 24, 2012 to Sep 20, 2024factForm ADV
← DORMAN, DAVID, RORYOwnerPARTNER, FINANCIAL ADVISOR, ownership code A, individual
May 11, 2015 to Sep 20, 2024factForm ADV
← Findlater, Henry, Quentin AlexanderOwnerPARTNER, FINANCIAL ADVISOR, ownership code NA, individual
Apr 6, 2017 to Sep 20, 2024factForm ADV
← FLONAES, TORGEIROwnerPARTNER, ownership code NA, individual
Jun 23, 2020 to Sep 20, 2024factForm ADV
← Howison, Edward, AlistairOwnerPARTNER, ownership code NA, individual
Jun 21, 2022 to Sep 20, 2024factForm ADV
← Benson, AndrewOwnerPARTNER, ownership code NA, individual
Jun 21, 2022 to Sep 20, 2024factForm ADV
← BLUE FIN PROPERTIES LIMITEDOwnerFOREIGN LIMITED COMPANY, ownership code C, foreign entity
Jun 4, 2014 to Sep 20, 2024factForm ADV
← PARSONS GREEN CAPITAL LIMITEDOwnerFOREIGN LIMITED COMPANY, ownership code E, foreign entity
Aug 5, 2024 to Sep 20, 2024factForm ADV
← THE DELVINO FAMILY TRUSTOwnerFOREIGN TRUST, ownership code E, foreign entity
Aug 5, 2024 to Sep 20, 2024factForm ADV

Owns (2)

← PARKER, JAMES, WALKDENOwnerFOREIGN LIMITED COMPANY, ownership code F, individual
Jun 27, 2018 to Sep 20, 2024factForm ADV
← Cane, Marc, SimonOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 5, 2024 to Sep 20, 2024factForm ADV

Dated events

Occurred
Jun 9, 2026
Regulatory AUM changed
Maseco Private Wealth reported RAUM $5.0B, up 29% from $3.8B (2025-12-02 to 2026-06-09)
Form ADVobserved 4 days ago
$1.1B
Occurred
Jun 27, 2023
Control person left
Caroline Sellon (Foreign Limited Company) no longer on Schedule A of Maseco Private Wealth (listed 2022-12-22, absent 2023-06-27)
Form ADVobserved 4 days ago
Occurred
Jun 27, 2023
Control person left
Bernard Nicolas Tissot-Dit-Sanfin (Partner And Chief Operating Officer) no longer on Schedule A of Maseco Private Wealth (listed 2022-12-22, absent 2023-06-27)
Form ADVobserved 4 days ago
Occurred
Jun 21, 2022
Control person joined
Alistair Edward Howison (Partner) appeared on Schedule A of Maseco Private Wealth
Form ADVobserved 4 days ago
Occurred
Jun 21, 2022
Control person joined
Andrew Benson (Partner) appeared on Schedule A of Maseco Private Wealth
Form ADVobserved 4 days ago
Occurred
Jun 21, 2022
Control person left
Holli Rubin (Foreign Limited Company) no longer on Schedule A of Maseco Private Wealth (listed 2021-06-24, absent 2022-06-21)
Form ADVobserved 4 days ago
Occurred
Jun 24, 2021
Regulatory AUM changed
Maseco Private Wealth reported RAUM $2.2B, up 38% from $1.6B (2020-06-30 to 2021-06-24)
Form ADVobserved 4 days ago
$602M
Occurred
Jun 23, 2020
Control person joined
Torgeir Flonaes (Partner) appeared on Schedule A of Maseco Private Wealth
Form ADVobserved 4 days ago
Occurred
Jun 23, 2020
Control person joined
Lauren Andrea Solana (Partner) appeared on Schedule A of Maseco Private Wealth
Form ADVobserved 4 days ago
Occurred
Jun 27, 2018
Regulatory AUM changed
Maseco Private Wealth reported RAUM $1.6B, up 38% from $1.2B (2018-04-17 to 2018-06-27)
Form ADVobserved 4 days ago
$449M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c277da8b-2f7b-fabf-76b1-4f047886e07b
First observed: Feb 24, 2012
Last observed: Aug 7, 2026 43 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MASECO PRIVATE WEALTH

MASECO LLP, CRD 147686

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c277da8b-2f7b-fabf-76b1-4f047886e07b

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSHUA ELI MATTHEWS

n/a

London

n/a

DAVID RORY DORMAN

n/a

London

ANDREA LAUREN SOLANA

n/a

London

MARK E SCHER

n/a

HONG KONG | Hong Kong | LONDON

ASHLEY JO SCHER

Certified Financial Planner

Hong Kong | LONDON | HONG KONG

JAMES ROBERT DUNDAS SELLON

Chartered Financial Analyst

London

George Fisk

n/a

London

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUE FIN PROPERTIES LIMITED

FOREIGN LIMITED COMPANY

yes

10/2011

Aug 7, 2026

Cane, Marc, Simon

CHIEF COMPLIANCE OFFICER

yes

04/2024

Aug 7, 2026

CP BRITANNIA BIDCO LIMITED

FOREIGN LIMITED COMPANY

yes

06/2026

Aug 7, 2026

MATTHEWS, JOSHUA, ELI

MANAGING DIRECTOR, UK AND EUROPE

yes

09/2008

Aug 7, 2026

SELLON, JAMES, ROBERT DUNDAS

MANAGING DIRECTOR, UK AND EUROPE

yes

06/2008

Aug 7, 2026

Benson, Andrew

Partner

yes

04/2022

Jun 21, 2022

Sep 20, 2024

DORMAN, DAVID, RORY

PARTNER, FINANCIAL ADVISOR

yes

04/2015

May 11, 2015

Sep 20, 2024

Findlater, Henry, Quentin Alexander

PARTNER, FINANCIAL ADVISOR

yes

04/2016

Apr 6, 2017

Sep 20, 2024

FLONAES, TORGEIR

Partner

yes

04/2020

Jun 23, 2020

Sep 20, 2024

Howison, Edward, Alistair

Partner

yes

04/2022

Jun 21, 2022

Sep 20, 2024

PARSONS GREEN CAPITAL LIMITED

FOREIGN LIMITED COMPANY

yes

04/2023

Aug 5, 2024

Sep 20, 2024

SOLANA, ANDREA, LAUREN

Partner

yes

04/2020

Jun 23, 2020

Sep 20, 2024

THE DELVINO FAMILY TRUST

FOREIGN TRUST

yes

04/2011

Aug 5, 2024

Sep 20, 2024

PARKER, JAMES, WALKDEN

FOREIGN LIMITED COMPANY

05/2015

Jun 27, 2018

Sep 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MASECO ASIA LIMITED

n/a

Independent wealth

$106M

yes

n/a

MASECO ASSET MANAGEMENT LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 16, 2025

$3.3B

$2.3B

109

n/a

2023

Jun 27, 2023

$2.7B

$1.9B

n/a

2022

Jun 21, 2022

$2.4B

$1.5B

n/a

2021

Jun 24, 2021

$2.2B

$1.4B

n/a

2020

Jun 23, 2020

$1.6B

$465M

n/a

2019

Jun 26, 2019

$1.6B

$509M

n/a

2018

Jun 27, 2018

$1.6B

$498M

n/a

2017

Apr 6, 2017

$1.2B

$324M

n/a

2016

Jun 14, 2016

$1.1B

$313M

n/a

2015

May 11, 2015

$898M

$341M

n/a

2014

Jun 4, 2014

$862M

$305M

n/a

2013

Jun 6, 2013

$644M

$228M

n/a

2012

May 14, 2012

$490M

$174M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$5.0B

$2.7B

85.2%

$2.2B

31.3%

129