Creative Planning Expands Globally with Maseco Acquisition
Kansas City News Today | 2 Min News | The Daily News Now! · The Daily News Now!
Audio is streamed directly from the publisher (api.fastcast.ai) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Creative Planning, a prominent wealth management firm, has announced its acquisition of Maseco LLP, a London-based firm specializing in cross-border financial services. This deal, if approved, will add 123 employees and over $5 billion in assets under management to Creative Plannings portfolio. Masecos client-focused approach and global expertise align with Creative Plannings own values, enabling them to expand their services to more international clients. This acquisition follows recent buys of a Swiss wealth firm and a Seattle outfit, bringing Creative Plannings total assets under management to $700 billion.
Support the show:
Get a discount at https://solipillow.com/discount/dnn.
Advertise on DNN:
[email protected]
This is an automated, high-level news summary based on public reporting.
Report issues to [email protected].
View sources & latest updates:
https://sources.thednn.ai/f1a0e02a9f72c170